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
17%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
ETEC
49
HOLDINGS
35%
ALSO IN ERTH
ERTH
116
HOLDINGS
10%
ALSO IN ETEC
SECTOR DRIFT (ETEC minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in ETEC |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.5% | 4.2% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% | 3.6% | 3.1% |
|
TESLA MOTORS INC | 2.2% | 5.8% | 2.2% |
|
NEXTRACKER, INC. CLASS A | 5.4% | 2.0% | 2.0% |
 |
LI AUTO, INC. CLASS A | 1.7% | 2.9% | 1.7% |
ETEC Overweight Relative to ERTH
|
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% |
|
GE VERONA | 3.8% |
|
ENPHASE ENERGY INC | 3.7% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
XYLEM INC | 3.0% |
ETEC Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
|
BYD CO LTD-H | -4.4% |
|
TESLA MOTORS INC | -3.6% |
 |
LG ENERGY SOLUTION LTD. | -2.4% |
 |
KINGSPAN GROUP PLC | -2.4% |
 |
CAPITAMALL TRUST | -1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.9% |
 |
UNIBAIL-RODAMCO-WESTFIELD STAPLED SE | -1.8% |
 |
ALSTOM | -1.6% |