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
24%

OVERLAP
BY WEIGHT
23

# OF OVERLAPPING
HOLDINGS
ERTH
116
HOLDINGS
20%
ALSO IN SDG
SDG
118
HOLDINGS
23%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus SDG)
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 ERTH
Weight
in SDG
Overlap
FIRST SOLAR INC 4.2% 4.8% 4.2%
NVIDIA CORP 4.6% 3.6% 3.6%
VESTAS WIND SYSTEMS A/S 3.6% 3.4% 3.4%
LI AUTO, INC. CLASS A 2.9% 2.4% 2.4%
XPENG, INC. CLASS A 2.6% 2.0% 2.0%
ERTH Overweight Relative to SDG
TESLA MOTORS INC 5.8%
BYD CO LTD-H 4.4%
DIGITAL REALTY TRUST INC 3.5%
NIO INC-CLASS A 2.5%
KINGSPAN GROUP PLC 2.4%
NEXTRACKER, INC. CLASS A 2.0%
ADVANCED DRAINAGE SYSTEMS INC 1.9%
LG ENERGY SOLUTION LTD. 1.7%
CAPITAMALL TRUST 1.7%
ALSTOM 1.6%
ERTH Underweight Relative to SDG
MARVELL TECHNOLOGY, INC. -5.7%
WIWYNN CORP. -4.5%
NOVARTIS AG -3.7%
WH GROUP LTD -3.4%
UNI-PRESIDENT ENTERPRISES CO -3.1%
EAST JAPAN RAILWAY CO -3.0%
KIMBERLY-CLARK CORP -2.9%
ESSITY AB CLASS B -2.0%
EQUINIX INC -1.9%
REGENERON PHARMACEUTICALS -1.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY