Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
19.5%
% of GSFP's 44 holdings also in SOLR
27.6%
% of SOLR's 33 holdings also in GSFP
Overlap by Weight
Sector Drift (GSFP minus SOLR)
Overlapping Holdings
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| Company | Weight in GSFP |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 5.3% | 4.8% | 4.8% |
 |
NEXTERA ENERGY GROUP | 4.7% | 3.8% | 3.8% |
 |
SCHNEIDER ELECTRIC SA | 3.4% | 5.5% | 3.4% |
 |
INFINEON TECHNOLOGIES AG | 3.4% | 3.9% | 3.4% |
|
ITRON INC | 2.6% | 5.0% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
GSFP Overweight Relative to SOLR
|
WASTE MANAGEMENT INC | 5.6% |
 |
ENEL SPA | 4.4% |
 |
DSM-FIRMENICH AG | 3.9% |
 |
NOVOZYMES A/S-B SHARES | 3.6% |
 |
SMURFIT WESTROCK PLC | 3.1% |
|
DOCUSIGN, INC. | 3.1% |
|
INTERNATIONAL PAPER CO | 3.1% |
 |
WASTE CONNECTIONS, INC. | 3.0% |
|
DASSAULT SYSTEMES SA | 3.0% |
 |
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 2.9% |
GSFP Underweight Relative to SOLR
|
LEGRAND SA | -4.5% |
|
HUBBELL INCORPORATED CLASS B | -4.5% |
|
TRANE TECHNOLOGIES PLC | -4.4% |
|
EATON CORP PLC | -4.0% |
|
ORMAT TECHNOLOGIES INC | -2.8% |
|
FIRST SOLAR INC | -2.6% |
|
ITRON INC | -2.4% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.4% |
 |
JOHNSON MATTHEY PLC | -2.3% |
|
SCHNEIDER ELECTRIC SA | -2.1% |