Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
IDRV
46
HOLDINGS
16%
ALSO IN ERTH
ERTH
116
HOLDINGS
5%
ALSO IN IDRV
SECTOR DRIFT (IDRV minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in IDRV |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.9% | 5.8% | 4.9% |
 |
XPENG, INC. CLASS A | 3.2% | 2.6% | 2.6% |
 |
LG ENERGY SOLUTION LTD. | 4.3% | 2.4% | 2.4% |
|
BYD CO LTD-H | 2.4% | 4.4% | 2.4% |
|
LI AUTO, INC. CLASS A | 1.9% | 2.9% | 1.9% |
IDRV Overweight Relative to ERTH
|
ALBEMARLE CORP | 6.6% |
|
LG CHEM LTD | 5.5% |
|
SAMSUNG SDI CO LTD | 5.2% |
 |
SOC QUIMICA Y MINERA CHILE-B | 5.0% |
 |
PILBARA MINERALS LIMITED | 4.0% |
 |
PORSCHE AUTOMOBIL HLDG-PFD | 3.8% |
|
VOLKSWAGEN AG-PFD | 3.8% |
|
HYUNDAI MOBIS | 2.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 2.8% |
 |
RENAULT SA | 2.8% |
IDRV Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
|
FIRST SOLAR INC | -4.2% |
 |
VESTAS WIND SYSTEMS A/S | -3.6% |
 |
KINGSPAN GROUP PLC | -2.4% |
|
NEXTRACKER, INC. CLASS A | -2.0% |
|
BYD CO LTD-H | -2.0% |
 |
CAPITAMALL TRUST | -1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.9% |
 |
UNIBAIL-RODAMCO-WESTFIELD STAPLED SE | -1.8% |