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
FDRV
64
HOLDINGS
18%
ALSO IN ERTH
ERTH
116
HOLDINGS
7%
ALSO IN FDRV
SECTOR DRIFT (FDRV minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in FDRV |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 4.2% | 4.4% | 4.2% |
 |
TESLA MOTORS INC | 3.6% | 5.8% | 3.6% |
|
LI AUTO, INC. CLASS A | 2.6% | 2.9% | 2.6% |
|
XPENG, INC. CLASS A | 2.7% | 2.6% | 2.6% |
|
NIO INC-CLASS A | 3.2% | 2.5% | 2.5% |
FDRV Overweight Relative to ERTH
 |
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% |
FDRV Underweight Relative to ERTH
|
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% |