Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
20.0%
% of SOLR's 33 holdings also in SDG
5.1%
% of SDG's 127 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus SDG)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.3% | 4.3% | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 4.3% | 3.2% |
|
ENPHASE ENERGY INC | 1.4% | 4.6% | 1.4% |
 |
XINYI SOLAR HOLDINGS LTD | 1.1% | 4.0% | 1.1% |
|
DONG ENERGY A/S | 2.1% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to SDG
 |
TRANE TECHNOLOGIES PLC | 6.6% |
|
EATON CORP PLC | 6.2% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 4.9% |
|
HUBBELL INCORPORATED CLASS B | 4.6% |
 |
IBERDROLA SA | 4.3% |
|
LEGRAND SA | 4.0% |
|
NEXTERA ENERGY GROUP | 3.9% |
 |
INFINEON TECHNOLOGIES AG | 3.4% |
|
ON SEMICONDUCTOR CORPORATION | 3.2% |
SOLR Underweight Relative to SDG
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.2% |
 |
ASTRAZENECA PLC | -4.1% |
|
NVIDIA CORP | -3.7% |
 |
WH GROUP LTD | -3.5% |
|
ENPHASE ENERGY INC | -3.3% |
|
LI AUTO, INC. CLASS A | -3.1% |
 |
NOVARTIS AG | -2.9% |
|
NOVO NORDISK A/S-B | -2.9% |
|
XINYI SOLAR HOLDINGS LTD | -2.9% |
|
EAST JAPAN RAILWAY CO | -2.3% |