Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
ERTH
196
HOLDINGS
19%
ALSO IN ICLN
ICLN
106
HOLDINGS
39%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus ICLN)
OVERLAPPING HOLDINGS
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| Company | Weight in ERTH |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.8% | 7.4% | 3.8% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 3.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 7.5% | 2.6% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.7% | 2.2% | 1.7% |
 |
NORDEX AG | 1.0% | 1.4% | 1.0% |
ERTH Overweight Relative to ICLN
|
DIGITAL REALTY TRUST INC | 5.1% |
|
TESLA MOTORS INC | 5.0% |
|
NVIDIA CORP | 4.8% |
 |
BYD CO LTD-H | 4.3% |
|
WEYERHAEUSER CO | 2.5% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.3% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 2.2% |
 |
KINGSPAN GROUP PLC | 2.1% |
 |
SCENTRE GROUP | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% |
ERTH Underweight Relative to ICLN
|
CHINA YANGTZE POWER CO LTD-A | -7.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.0% |
|
NEXTRACKER, INC. CLASS A | -4.9% |
|
FIRST SOLAR INC | -3.7% |
|
ENPHASE ENERGY INC | -3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.6% |
|
PLUG POWER INC | -2.6% |
 |
CHUBU ELECTRIC POWER CO INC | -2.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.8% |