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
6
Number of overlapping holdings
16.7%
% of ETEC's 50 holdings also in RNEW
15.4%
% of RNEW's 43 holdings also in ETEC
Overlap by Weight
Sector Drift (ETEC minus RNEW)
Overlapping Holdings
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| Company | Weight in ETEC |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 4.1% | 4.7% | 4.1% |
|
FIRST SOLAR INC | 3.6% | 3.6% | 3.6% |
|
BORGWARNER INC | 6.0% | 3.5% | 3.5% |
|
TESLA MOTORS INC | 3.1% | 3.5% | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.1% | 4.9% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
ETEC Overweight Relative to RNEW
|
UNIVERSAL DISPLAY CORP | 6.0% |
 |
KURITA WATER INDUSTRIES LTD | 5.9% |
|
YASKAWA ELECTRIC CORP | 5.9% |
|
ALLEGRO MICROSYSTEMS, INC. | 4.8% |
 |
KEMIRA OYJ | 4.5% |
|
NGK INSULATORS LTD | 3.1% |
|
XYLEM INC | 3.0% |
 |
GCL POLY ENERGY HOLDINGS LTD | 3.0% |
 |
VESTAS WIND SYSTEMS A/S | 2.9% |
 |
SIEMENS ENERGY AG | 2.9% |
ETEC Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.3% |
|
CHENIERE ENERGY PARTNERS LP | -6.2% |
|
WASTE MANAGEMENT INC | -5.9% |
|
CHENIERE ENERGY INC | -5.9% |
|
ECOLAB INC | -5.6% |
|
DONALDSON CO INC | -4.6% |
|
CLEAN HARBORS INC | -4.5% |
|
QUANTA SERVICES INC | -4.2% |
|
CASELLA WASTE SYSTEMS INC-A | -4.0% |
|
IDACORP INC | -3.5% |