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
189
HOLDINGS
7%
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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.5% | 5.6% | 5.6% |
 |
BYD CO LTD-H | 4.3% | 4.1% | 4.1% |
 |
LG ENERGY SOLUTION LTD. | 2.0% | 5.3% | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% | 4.0% | 1.9% |
|
CONTEMPORARY AMPEREX TECHN-H | 1.2% | 2.6% | 1.2% |
ERTH Overweight Relative to IDRV
|
NVIDIA CORP | 5.3% |
|
DIGITAL REALTY TRUST INC | 5.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
FIRST SOLAR INC | 2.9% |
 |
KINGSPAN GROUP PLC | 2.8% |
|
WEYERHAEUSER CO | 2.4% |
 |
SCENTRE GROUP | 2.2% |
|
NEXTRACKER, INC. CLASS A | 1.9% |
 |
CAPITAMALL TRUST | 1.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.6% |
ERTH Underweight Relative to IDRV
|
SAMSUNG SDI CO LTD | -5.8% |
 |
VOLKSWAGEN AG-PFD | -4.3% |
|
LG CHEM LTD | -4.1% |
 |
RENAULT SA | -4.0% |
 |
AUTOLIV INC | -3.9% |
 |
ABB LTD. | -3.8% |
|
CONTINENTAL AG | -3.7% |
|
LG ENERGY SOLUTION LTD. | -3.3% |
|
ALBEMARLE CORP | -3.2% |
|
LI AUTO, INC. CLASS A | -3.1% |