Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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36
Number of overlapping holdings
72.0%
% of FRNW's 66 holdings also in PBD
34.0%
% of PBD's 107 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus PBD)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
JINKOSOLAR HOLDING CO-ADR | 1.3% | 1.1% | 1.1% |
 |
AMERESCO INC-CL A | 1.4% | 1.1% | 1.1% |
 |
DONG ENERGY A/S | 3.4% | 1.0% | 1.0% |
|
XINYI SOLAR HOLDINGS LTD | 1.7% | 1.0% | 1.0% |
|
ARRAY TECHNOLOGIES INC | 1.6% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to PBD
|
GE VERONA | 5.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
VESTAS WIND SYSTEMS A/S | 3.2% |
|
FIRST SOLAR INC | 3.1% |
|
ENPHASE ENERGY INC | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
|
DONG ENERGY A/S | 2.4% |
|
CHINA LONGYUAN POWER GROUP-H | 2.2% |
FRNW Underweight Relative to PBD
|
EVGO, INC. CLASS A | -1.7% |
|
XPENG, INC. ADR SPONSORED CLASS A | -1.7% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -1.5% |
|
NIO INC. SPONSORED ADR CLASS A | -1.4% |
 |
TIANNENG POWER INTL LTD | -1.4% |
 |
CERES POWER HOLDINGS PLC | -1.3% |
|
YADEA GROUP HOLDINGS LTD. | -1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.2% |
|
HUBBELL INCORPORATED CLASS B | -1.1% |
 |
ILJIN MATERIALS CO LTD | -1.0% |