Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
SDG
118
HOLDINGS
23%
ALSO IN ERTH
ERTH
116
HOLDINGS
20%
ALSO IN SDG
SECTOR DRIFT (SDG minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in SDG |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.8% | 4.2% | 4.2% |
|
NVIDIA CORP | 3.6% | 4.6% | 3.6% |
 |
VESTAS WIND SYSTEMS A/S | 3.4% | 3.6% | 3.4% |
 |
LI AUTO, INC. CLASS A | 2.4% | 2.9% | 2.4% |
|
XPENG, INC. CLASS A | 2.0% | 2.6% | 2.0% |
SDG Overweight Relative to ERTH
|
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% |
SDG Underweight Relative to ERTH
|
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% |