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
14%

OVERLAP
BY WEIGHT
5

# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
12%
ALSO IN ETEC
ETEC
49
HOLDINGS
16%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ETEC)
OVERLAPPING HOLDINGS

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in CNRG
Weight
in ETEC
Overlap
ENPHASE ENERGY INC 3.9% 4.5% 3.9%
NEXTRACKER, INC. CLASS A 3.5% 5.4% 3.5%
GE VERONA 2.8% 3.8% 2.8%
FIRST SOLAR INC 2.2% 3.5% 2.2%
TESLA MOTORS INC 1.8% 2.2% 1.8%
CNRG Overweight Relative to ETEC
BLOOM ENERGY CORPORATION CLASS A 3.7%
ARRAY TECHNOLOGIES INC 3.5%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 3.1%
AES CORP 3.0%
SOLAREDGE TECHNOLOGIES, INC. 2.9%
ARCOSA INC 2.9%
GENERAC HOLDINGS INC 2.9%
NEXTERA ENERGY GROUP 2.8%
ORMAT TECHNOLOGIES INC 2.8%
SUNRUN INC. 2.8%
CNRG Underweight Relative to ETEC
ALLEGRO MICROSYSTEMS, INC. -7.6%
BORGWARNER INC -6.9%
KURITA WATER INDUSTRIES LTD -6.2%
UNIVERSAL DISPLAY CORP -5.4%
YASKAWA ELECTRIC CORP -5.2%
KEMIRA OYJ -4.1%
VESTAS WIND SYSTEMS A/S -3.1%
XYLEM INC -3.0%
NGK INSULATORS LTD -3.0%
NORDEX AG -2.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY