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
38.1%
% of RNEW's 45 holdings also in ERTH
13.3%
% of ERTH's 123 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ERTH)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.4% | 7.3% | 7.3% |
|
FIRST SOLAR INC | 3.3% | 4.4% | 3.3% |
|
ENPHASE ENERGY INC | 2.3% | 1.9% | 1.9% |
|
RIVIAN AUTOMOTIVE INC-A | 4.5% | 1.7% | 1.7% |
|
ORMAT TECHNOLOGIES INC | 2.6% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ERTH
|
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% |
RNEW Underweight Relative to ERTH
|
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% |