Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
12.5%
% of ETEC's 46 holdings also in RNEW
11.9%
% of RNEW's 45 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 5.6% | 9.4% | 5.6% |
|
BORGWARNER INC | 6.7% | 4.3% | 4.3% |
|
FIRST SOLAR INC | 3.4% | 3.3% | 3.3% |
|
ENPHASE ENERGY INC | 2.3% | 2.3% | 2.3% |
|
LUCID GROUP, INC. | 1.1% | 2.5% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
ETEC Overweight Relative to RNEW
 |
KURITA WATER INDUSTRIES LTD | 5.8% |
 |
VOLTRONIC POWER TECHNOLOGY CORP. | 5.5% |
|
YASKAWA ELECTRIC CORP | 5.5% |
 |
SIEMENS ENERGY AG | 5.1% |
|
UNIVERSAL DISPLAY CORP | 5.0% |
 |
JOHNSON MATTHEY PLC | 4.7% |
 |
XPENG, INC. CLASS A | 4.1% |
 |
SAMSUNG SDI CO LTD | 4.0% |
|
TATUNG CO LTD | 3.4% |
|
LI AUTO, INC. CLASS A | 3.3% |
ETEC 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% |
|
RIVIAN AUTOMOTIVE INC-A | -4.5% |
|
TESLA MOTORS INC | -3.8% |
|
CASELLA WASTE SYSTEMS INC-A | -3.3% |