Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
72%
ALSO IN PBD
PBD
104
HOLDINGS
33%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 1.7% | 1.8% | 1.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% | 1.6% | 1.6% |
 |
DONG ENERGY A/S | 2.7% | 1.5% | 1.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.6% | 1.4% | 1.4% |
|
SUNRUN INC. | 2.3% | 1.4% | 1.4% |
FRNW Overweight Relative to PBD
|
GE VERONA | 4.7% |
|
VESTAS WIND SYSTEMS A/S | 3.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.5% |
|
FIRST SOLAR INC | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.2% |
 |
MERIDIAN ENERGY LTD | 2.2% |
 |
NORTHLAND POWER INC | 2.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.2% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.0% |
|
XINJIANG GOLDWIND SCI&TEC-H | 1.9% |
FRNW Underweight Relative to PBD
|
SES AI CORPORATION CLASS A | -1.6% |
 |
TECO ELECTRIC & MACHINERY | -1.6% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -1.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | -1.4% |
|
NIO INC. SPONSORED ADR CLASS A | -1.3% |
 |
CERES POWER HOLDINGS PLC | -1.3% |
 |
WASION GROUP HOLDINGS LTD | -1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.1% |
|
TIANNENG POWER INTL LTD | -1.1% |
|
DELTA ELECTRONICS INC | -1.1% |