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
32.0%
% of FRNW's 66 holdings also in PBW
26.7%
% of PBW's 60 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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.1% | 3.3% | 2.1% |
|
PLUG POWER INC | 1.5% | 1.8% | 1.5% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 1.5% | 1.5% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 1.5% | 1.5% |
 |
CANADIAN SOLAR INC | 1.4% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to PBW
|
GE VERONA | 5.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
|
ENPHASE ENERGY INC | 2.7% |
|
FIRST SOLAR INC | 2.7% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
FRNW Underweight Relative to PBW
|
ARCHER AVIATION INC CLASS A | -3.8% |
|
ARCADIUM LITHIUM PLC | -3.0% |
|
TESLA MOTORS INC | -2.7% |
|
MYR GROUP INC/DELAWARE | -2.3% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -2.2% |
|
JOBY AVIATION, INC. | -2.1% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -2.1% |
|
EVGO, INC. CLASS A | -2.1% |
|
HYLIION HOLDINGS CORP. CLASS A | -2.0% |
|
MP MATERIALS CORP CLASS A | -2.0% |