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
20%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ERTH
116
HOLDINGS
7%
ALSO IN FDRV
FDRV
64
HOLDINGS
18%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus FDRV)
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 FDRV |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 4.4% | 4.2% | 4.2% |
 |
TESLA MOTORS INC | 5.8% | 3.6% | 3.6% |
|
LI AUTO, INC. CLASS A | 2.9% | 2.6% | 2.6% |
|
XPENG, INC. CLASS A | 2.6% | 2.7% | 2.6% |
|
NIO INC-CLASS A | 2.5% | 3.2% | 2.5% |
ERTH Overweight Relative to FDRV
|
DIGITAL REALTY TRUST INC | 4.8% |
|
NVIDIA CORP | 4.6% |
|
FIRST SOLAR INC | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.6% |
 |
KINGSPAN GROUP PLC | 2.4% |
|
TESLA MOTORS INC | 2.1% |
|
NEXTRACKER, INC. CLASS A | 2.0% |
 |
CAPITAMALL TRUST | 1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.9% |
 |
UNIBAIL-RODAMCO-WESTFIELD STAPLED SE | 1.8% |
ERTH Underweight Relative to FDRV
|
NXP SEMICONDUCTORS NV | -5.3% |
 |
INFINEON TECHNOLOGIES AG | -5.2% |
 |
NEC ELECTRONICS CORP | -4.6% |
|
CONTEMPORARY AMPEREX TECHN-H | -4.5% |
|
UBER TECHNOLOGIES, INC. | -3.8% |
|
AURORA INNOVATION, INC. CLASS A | -2.7% |
|
APTIV PLC | -2.6% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.6% |
 |
AUTOLIV INC | -2.4% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.3% |