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
9
# OF OVERLAPPING
HOLDINGS
FDRV
63
HOLDINGS
20%
ALSO IN ERTH
ERTH
189
HOLDINGS
6%
ALSO IN FDRV
SECTOR DRIFT (FDRV minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in FDRV |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 5.8% | 6.5% | 5.8% |
 |
BYD CO LTD-H | 4.1% | 4.3% | 4.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.5% | 1.9% | 1.9% |
 |
LG ENERGY SOLUTION LTD. | 1.5% | 2.0% | 1.5% |
|
CONTEMPORARY AMPEREX TECHN-H | 3.1% | 1.2% | 1.2% |
FDRV Overweight Relative to ERTH
 |
NXP SEMICONDUCTORS NV | 5.8% |
 |
INFINEON TECHNOLOGIES AG | 4.7% |
|
UBER TECHNOLOGIES, INC. | 4.4% |
|
APTIV PLC | 3.6% |
 |
AUTOLIV INC | 3.4% |
|
LYFT INC CLASS A | 2.9% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.9% |
|
LEAR CORP | 2.8% |
|
AURORA INNOVATION, INC. CLASS A | 2.4% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.2% |
FDRV Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.3% |
|
NVIDIA CORP | -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% |
 |
MARINE HARVEST | -1.6% |