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
15.4%
% of RNEW's 43 holdings also in ETEC
16.7%
% of ETEC's 50 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ETEC)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RNEW |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 4.7% | 4.1% | 4.1% |
|
FIRST SOLAR INC | 3.6% | 3.6% | 3.6% |
|
BORGWARNER INC | 3.5% | 6.0% | 3.5% |
|
TESLA MOTORS INC | 3.5% | 3.1% | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 4.9% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ETEC
|
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% |
RNEW Underweight Relative to ETEC
|
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% |