Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
EFRA
79
HOLDINGS
39%
ALSO IN TBLU
TBLU
56
HOLDINGS
45%
ALSO IN EFRA
SECTOR DRIFT (EFRA minus TBLU)
OVERLAPPING HOLDINGS
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| Company | Weight in EFRA |
Weight in TBLU |
Overlap | |
|---|---|---|---|---|
 |
VEOLIA ENVIRONNEMENT | 6.4% | 8.3% | 6.4% |
 |
XYLEM INC | 5.4% | 6.9% | 5.4% |
|
AMERICAN WATER WORKS CO INC | 5.2% | 7.1% | 5.2% |
 |
UNITED UTILITIES GROUP PLC | 3.7% | 4.2% | 3.7% |
|
VERALTO CORPORATION | 5.4% | 3.7% | 3.7% |
EFRA Overweight Relative to TBLU
|
WABTEC CORP | 6.6% |
 |
SMURFIT WESTROCK PLC | 5.9% |
|
CLEAN HARBORS INC | 3.9% |
 |
CIA SANEAMENTO BASICO DE SP | 3.6% |
 |
NGK INSULATORS LTD | 2.8% |
|
TOTO LTD | 2.0% |
 |
YANGZIJIANG SHIPBUILDING | 2.0% |
 |
UMICORE | 1.9% |
|
VERALTO CORPORATION | 1.7% |
|
SHIMADZU CORP | 1.6% |
EFRA Underweight Relative to TBLU
|
ECOLAB INC | -7.1% |
 |
GEBERIT AG-REG | -7.0% |
|
IDEX CORP | -4.5% |
|
CIA SANEAMENTO BASICO DE-ADR | -4.0% |
|
BELIMO HOLDING AG | -3.1% |
|
AMERICAN WATER WORKS CO INC | -1.8% |
|
VEOLIA ENVIRONNEMENT | -1.8% |
|
XYLEM INC | -1.5% |
|
FISCHER (GEORG)-REG | -1.3% |
|
ZURN WATER SOLUTIONS CORPORATION | -1.1% |