Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
13.0%
% of ERTH's 126 holdings also in QCLN
31.4%
% of QCLN's 54 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus QCLN)
Overlapping Holdings
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| Company | Weight in ERTH |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.6% | 15.8% | 6.6% |
|
FIRST SOLAR INC | 4.6% | 6.8% | 4.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% | 6.9% | 2.4% |
|
ENPHASE ENERGY INC | 2.3% | 4.7% | 2.3% |
|
NEXTRACKER, INC. CLASS A | 1.1% | 2.6% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to QCLN
|
DIGITAL REALTY TRUST INC | 5.2% |
|
NVIDIA CORP | 4.6% |
 |
DAIWA HOUSE INDUSTRY CO LTD | 4.2% |
 |
LI AUTO, INC. CLASS A | 3.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% |
 |
LG ENERGY SOLUTION LTD. | 3.0% |
 |
KINGSPAN GROUP PLC | 2.6% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.1% |
 |
CAPITAMALL TRUST | 1.9% |
 |
ALSTOM | 1.8% |
ERTH Underweight Relative to QCLN
|
TESLA MOTORS INC | -9.2% |
|
ON SEMICONDUCTOR CORPORATION | -6.6% |
|
ACUITY BRANDS INC | -4.8% |
|
RIVIAN AUTOMOTIVE INC-A | -4.5% |
|
ALBEMARLE CORP | -4.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.5% |
|
UNIVERSAL DISPLAY CORP | -3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.0% |
|
ARCADIUM LITHIUM PLC | -2.8% |
|
LUCID GROUP, INC. | -2.7% |