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
19%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ERTH
189
HOLDINGS
10%
ALSO IN ETEC
ETEC
49
HOLDINGS
45%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus ETEC)
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 ERTH |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.5% | 3.4% | 3.4% |
|
FIRST SOLAR INC | 2.9% | 4.1% | 2.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 4.5% | 1.9% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% | 1.7% | 1.7% |
ERTH Overweight Relative to ETEC
|
DIGITAL REALTY TRUST INC | 5.3% |
|
NVIDIA CORP | 5.3% |
 |
BYD CO LTD-H | 4.3% |
|
TESLA MOTORS INC | 3.0% |
 |
KINGSPAN GROUP PLC | 2.8% |
|
WEYERHAEUSER CO | 2.4% |
 |
SCENTRE GROUP | 2.2% |
 |
LG ENERGY SOLUTION LTD. | 2.0% |
 |
CAPITAMALL TRUST | 1.9% |
|
VESTAS WIND SYSTEMS A/S | 1.8% |
ERTH Underweight Relative to ETEC
|
UNIVERSAL DISPLAY CORP | -7.0% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.7% |
|
BORGWARNER INC | -5.3% |
 |
KURITA WATER INDUSTRIES LTD | -4.7% |
|
YASKAWA ELECTRIC CORP | -4.6% |
 |
KEMIRA OYJ | -4.2% |
|
GE VERONA | -3.2% |
|
XYLEM INC | -2.8% |
|
NGK INSULATORS LTD | -2.7% |
|
NEXTRACKER, INC. CLASS A | -2.6% |