Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
15%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CTEC
40
HOLDINGS
13%
ALSO IN IDRV
IDRV
57
HOLDINGS
11%
ALSO IN CTEC
SECTOR DRIFT (CTEC minus IDRV)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CTEC |
Weight in IDRV |
Overlap | |
|---|---|---|---|---|
 |
SAMSUNG SDI CO LTD | 7.7% | 7.7% | 7.7% |
 |
CONTEMPORARY AMPEREX TECHN-H | 5.5% | 4.6% | 4.6% |
 |
QUANTUMSCAPE CORPORATION CLASS A | 3.4% | 1.5% | 1.5% |
|
AMPRIUS TECHNOLOGIES INC | 1.9% | 0.8% | 0.8% |
|
MICROVAST HOLDINGS, INC. | 0.3% | 0.1% | 0.1% |
CTEC Overweight Relative to IDRV
|
BLOOM ENERGY CORPORATION CLASS A | 8.3% |
|
FIRST SOLAR INC | 7.1% |
|
NEXTRACKER, INC. CLASS A | 6.1% |
|
ENPHASE ENERGY INC | 5.5% |
 |
VESTAS WIND SYSTEMS A/S | 5.2% |
|
PLUG POWER INC | 3.7% |
 |
NIBE INDUSTRIER AB CLASS B | 3.6% |
 |
NORDEX AG | 3.3% |
 |
JOHNSON MATTHEY PLC | 3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.1% |
CTEC Underweight Relative to IDRV
|
HYUNDAI MOBIS | -6.7% |
 |
PILBARA MINERALS LIMITED | -5.3% |
|
ALBEMARLE CORP | -5.0% |
 |
ABB LTD. | -4.8% |
|
LG ENERGY SOLUTION LTD. | -3.7% |
|
TESLA MOTORS INC | -3.4% |
|
LG CHEM LTD | -3.3% |
|
BYD CO LTD-H | -3.2% |
|
RIVIAN AUTOMOTIVE INC-A | -3.2% |
|
VOLKSWAGEN AG-PFD | -3.1% |