Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
18%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
ERTH
196
HOLDINGS
6%
ALSO IN IDRV
IDRV
57
HOLDINGS
22%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus IDRV)
OVERLAPPING HOLDINGS

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Company Weight
in ERTH
Weight
in IDRV
Overlap
BYD CO LTD-H 4.3% 4.4% 4.3%
TESLA MOTORS INC 5.0% 4.1% 4.1%
CONTEMPORARY AMPEREX TECHN-H 2.3% 3.7% 2.3%
RIVIAN AUTOMOTIVE INC-A 1.9% 4.4% 1.9%
LG ENERGY SOLUTION LTD. 1.8% 4.4% 1.8%
ERTH Overweight Relative to IDRV
DIGITAL REALTY TRUST INC 5.1%
NVIDIA CORP 4.8%
VESTAS WIND SYSTEMS A/S 3.8%
FIRST SOLAR INC 3.8%
NEXTRACKER, INC. CLASS A 2.6%
WEYERHAEUSER CO 2.5%
CONTEMPORARY AMPEREX TECHNOLOGY CO., 2.2%
KINGSPAN GROUP PLC 2.1%
SCENTRE GROUP 2.0%
APPLIED BLOCKCHAIN INC 1.7%
ERTH Underweight Relative to IDRV
SAMSUNG SDI CO LTD -4.9%
VOLKSWAGEN AG-PFD -4.3%
LG CHEM LTD -4.1%
PILBARA MINERALS LIMITED -4.0%
ALBEMARLE CORP -3.7%
RENAULT SA -3.5%
ABB LTD. -3.5%
AUTOLIV INC -3.5%
CONTINENTAL AG -3.4%
AURORA INNOVATION, INC. CLASS A -3.1%
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