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
11.9%
% of RNEW's 45 holdings also in ETEC
12.5%
% of ETEC's 46 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ETEC)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.4% | 5.6% | 5.6% |
|
BORGWARNER INC | 4.3% | 6.7% | 4.3% |
|
FIRST SOLAR INC | 3.3% | 3.4% | 3.3% |
|
ENPHASE ENERGY INC | 2.3% | 2.3% | 2.3% |
|
LUCID GROUP, INC. | 2.5% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ETEC
|
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% |
RNEW Underweight Relative to ETEC
 |
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% |