Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
33.3%
% of FRNW's 52 holdings also in PBW
27.6%
% of PBW's 58 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus PBW)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 3.4% | 2.3% | 2.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.0% | 1.9% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 1.9% | 1.9% |
|
ITRON INC | 2.7% | 1.8% | 1.8% |
|
ARRAY TECHNOLOGIES INC | 1.6% | 1.7% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to PBW
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
NORTHLAND POWER INC | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to PBW
|
MP MATERIALS CORP CLASS A | -3.0% |
 |
XPENG, INC. ADR SPONSORED CLASS A | -2.9% |
|
AMPRIUS TECHNOLOGIES INC | -2.8% |
|
ALTUS POWER, INC. CLASS A | -2.6% |
|
PREFORMED LINE PRODUCTS CO | -2.1% |
|
ESCO TECHNOLOGIES INC | -2.1% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -2.0% |
|
SIGMA LITHIUM CORPORATION | -1.9% |
|
CORTEVA INC | -1.9% |
|
MONOLITHIC POWER SYSTEMS INC | -1.8% |