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
19.0%
% of RNEW's 45 holdings also in EVX
38.1%
% of EVX's 23 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus EVX)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in EVX |
Overlap | |
|---|---|---|---|---|
 |
REPUBLIC SERVICES INC | 5.8% | 10.5% | 5.8% |
|
WASTE MANAGEMENT INC | 5.7% | 10.9% | 5.7% |
|
ECOLAB INC | 5.3% | 9.9% | 5.3% |
|
DONALDSON CO INC | 5.0% | 4.2% | 4.2% |
|
CLEAN HARBORS INC | 5.8% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to EVX
|
TESLA MOTORS INC | 9.4% |
|
CHENIERE ENERGY INC | 7.0% |
|
QUANTA SERVICES INC | 6.1% |
|
RIVIAN AUTOMOTIVE INC-A | 4.5% |
|
BORGWARNER INC | 4.3% |
|
FIRST SOLAR INC | 3.3% |
|
IDACORP INC | 3.2% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.9% |
|
ITRON INC | 2.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
RNEW Underweight Relative to EVX
 |
WASTE CONNECTIONS, INC. | -10.3% |
|
WASTE MANAGEMENT INC | -5.2% |
|
PURECYCLE TECHNOLOGIES INC | -4.9% |
|
DARLING INTERNATIONAL INC | -4.7% |
|
REPUBLIC SERVICES INC | -4.7% |
|
ECOLAB INC | -4.6% |
|
GFL ENVIRONMENTAL INC | -4.4% |
|
ABM INDUSTRIES INC | -4.2% |
|
VERALTO CORPORATION | -3.7% |
 |
STERIS PLC | -3.6% |