Fund Overlap

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


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OVERLAP
28%

OVERLAP
BY WEIGHT
25

# OF OVERLAPPING
HOLDINGS
RAYZ.L
49
HOLDINGS
52%
ALSO IN INRG.L
INRG.L
235
HOLDINGS
27%
ALSO IN RAYZ.L
SECTOR DRIFT (RAYZ.L minus INRG.L)
OVERLAPPING HOLDINGS

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Company Weight
in RAYZ.L
Weight
in INRG.L
Overlap
FIRST SOLAR INC 10.1% 7.6% 7.6%
NEXTRACKER, INC. CLASS A 8.3% 7.3% 7.3%
ENPHASE ENERGY INC 4.3% 3.4% 3.4%
SOLAREDGE TECHNOLOGIES, INC. 2.4% 2.0% 2.0%
SOLARIA ENERGIA Y MEDIO AMBI 1.4% 1.1% 1.1%
RAYZ.L Overweight Relative to INRG.L
SUNGROW POWER SUPPLY CO., LTD. CLASS 9.0%
NINGBO DEYE TECHNOLOGY CO., LTD. CLA 6.3%
XI'AN LONGI SILICON MATERIALS CO., L 5.8%
GINLONG TECHNOLOGIES CO., LTD. CLASS 3.6%
ZHEJIANG CHINT ELECTRICS-A 3.3%
HANWHA CHEMICAL CORP 2.9%
SUNRUN INC. 2.7%
SHENZHEN S.C NEW ENERGY TECHNOLOGY C 2.6%
FIRST SOLAR INC 2.5%
HANGZHOU FIRST PV MATERIAL CO LTD CL 2.1%
RAYZ.L Underweight Relative to INRG.L
BLOOM ENERGY CORPORATION CLASS A -13.9%
CHINA YANGTZE POWER CO LTD-A -5.7%
PLUG POWER INC -3.4%
VESTAS WIND SYSTEMS A/S -3.2%
EQUATORIAL ENERGIA SA - ORD -2.9%
SUZLON ENERGY LIMITED -2.4%
EDP-ENERGIAS DE PORTUGAL SA -2.1%
CHUBU ELECTRIC POWER CO INC -1.9%
ORSTED -1.8%
CLEARWAY ENERGY, INC. CLASS C -1.8%
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