Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
21.5%
% of ERTH's 132 holdings also in SDG
20.7%
% of SDG's 147 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus SDG)
Overlapping Holdings
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| Company | Weight in ERTH |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 4.2% | 4.2% |
 |
DAIWA HOUSE INDUSTRY CO LTD | 4.0% | 3.9% | 3.9% |
 |
DIGITAL REALTY TRUST INC | 5.4% | 2.4% | 2.4% |
 |
LI AUTO, INC. CLASS A | 3.7% | 1.9% | 1.9% |
|
DARLING INTERNATIONAL INC | 1.8% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to SDG
|
TESLA MOTORS INC | 4.2% |
|
FIRST SOLAR INC | 3.6% |
 |
KINGSPAN GROUP PLC | 3.5% |
|
DIGITAL REALTY TRUST INC | 3.0% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.9% |
|
ENPHASE ENERGY INC | 2.9% |
 |
SUZANO PAPEL E CELULOSE SA | 1.9% |
 |
LG ENERGY SOLUTION LTD. | 1.8% |
|
LI AUTO, INC. CLASS A | 1.8% |
|
RIVIAN AUTOMOTIVE INC-A | 1.6% |
ERTH Underweight Relative to SDG
 |
ALSTOM | -4.6% |
 |
NOVARTIS AG | -4.1% |
 |
WH GROUP LTD | -3.8% |
|
NOVO NORDISK A/S-B | -3.3% |
 |
UMICORE | -3.3% |
|
AMGEN INC | -2.7% |
|
SAMSUNG SDI CO LTD | -2.6% |
 |
ESSITY AB CLASS B | -2.5% |
|
EAST JAPAN RAILWAY CO | -2.5% |
 |
DEUTSCHE ANNINGTON IMMOBILIE | -2.2% |