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
16
Number of overlapping holdings
13.3%
% of ERTH's 123 holdings also in RNEW
38.1%
% of RNEW's 45 holdings also in ERTH
Overlap by Weight
Sector Drift (ERTH minus RNEW)
Overlapping Holdings
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| Company | Weight in ERTH |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.3% | 9.4% | 7.3% |
|
FIRST SOLAR INC | 4.4% | 3.3% | 3.3% |
|
ENPHASE ENERGY INC | 1.9% | 2.3% | 1.9% |
|
RIVIAN AUTOMOTIVE INC-A | 1.7% | 4.5% | 1.7% |
|
ORMAT TECHNOLOGIES INC | 1.0% | 2.6% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
ERTH Overweight Relative to RNEW
|
DIGITAL REALTY TRUST INC | 5.9% |
|
NVIDIA CORP | 5.6% |
 |
DAIWA HOUSE INDUSTRY CO LTD | 4.0% |
 |
LI AUTO, INC. CLASS A | 3.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% |
 |
LG ENERGY SOLUTION LTD. | 2.9% |
 |
KINGSPAN GROUP PLC | 2.8% |
|
ADVANCED DRAINAGE SYSTEMS INC | 2.2% |
 |
CAPITAMALL TRUST | 2.0% |
 |
SUZANO PAPEL E CELULOSE SA | 2.0% |
ERTH Underweight Relative to RNEW
|
CHENIERE ENERGY INC | -7.0% |
|
QUANTA SERVICES INC | -6.1% |
|
CLEAN HARBORS INC | -5.8% |
|
REPUBLIC SERVICES INC | -5.8% |
|
WASTE MANAGEMENT INC | -5.7% |
|
ECOLAB INC | -5.3% |
|
DONALDSON CO INC | -5.0% |
|
BORGWARNER INC | -4.3% |
|
CASELLA WASTE SYSTEMS INC-A | -3.3% |
|
IDACORP INC | -3.2% |