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
OVERLAP
30%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
35%
ALSO IN CNRG
CNRG
41
HOLDINGS
44%
ALSO IN PBW
SECTOR DRIFT (PBW minus CNRG)
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 PBW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 2.1% | 2.7% | 2.1% |
 |
CANADIAN SOLAR INC | 2.0% | 2.2% | 2.0% |
|
FLUENCE ENERGY INC CLASS A | 1.9% | 2.0% | 1.9% |
|
ARRAY TECHNOLOGIES INC | 1.9% | 2.8% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 2.8% | 1.8% |
PBW Overweight Relative to CNRG
 |
STANDARD LITHIUM LTD. | 1.9% |
|
ARCHER AVIATION INC CLASS A | 1.8% |
|
SIGMA LITHIUM CORPORATION | 1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.8% |
|
ENOVIX CORPORATION | 1.7% |
|
JOBY AVIATION, INC. | 1.7% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% |
|
ALBEMARLE CORP | 1.6% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 1.6% |
|
EVGO, INC. CLASS A | 1.6% |
PBW Underweight Relative to CNRG
|
ENERGY VAULT HOLDINGS, INC. | -3.1% |
|
AES CORP | -2.9% |
|
AVISTA CORP | -2.8% |
|
ARCOSA INC | -2.8% |
|
BALLARD POWER SYSTEMS INC | -2.7% |
|
NEXTERA ENERGY GROUP | -2.7% |
|
CONSTELLATION ENERGY CORPORATION | -2.6% |
|
GENERAC HOLDINGS INC | -2.5% |
|
GE VERONA | -2.4% |
|
TRANSALTA CORP | -2.4% |