Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
70.0%
% of HDRO's 20 holdings also in HYDR
53.8%
% of HYDR's 26 holdings also in HDRO
Overlap by Weight
Sector Drift (HDRO minus HYDR)
Overlapping Holdings
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| Company | Weight in HDRO |
Weight in HYDR |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 22.1% | 31.3% | 22.1% |
|
PLUG POWER INC | 9.0% | 8.8% | 8.8% |
 |
CERES POWER HOLDINGS PLC | 4.0% | 4.6% | 4.0% |
 |
DOOSAN FUEL CELL CO., LTD. | 7.2% | 3.8% | 3.8% |
 |
SFC ENERGY AG | 3.6% | 3.6% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
HDRO Overweight Relative to HYDR
 |
BALLARD POWER SYSTEMS INC | 9.1% |
|
LINDE PLC | 4.0% |
 |
AIR LIQUIDE SA | 3.7% |
|
DOOSAN FUEL CELL CO., LTD. | 3.4% |
|
FUELCELL ENERGY, INC. | 3.4% |
|
AIR PRODUCTS & CHEMICALS INC | 1.7% |
 |
MITSUBISHI CHEMICAL HOLDINGS | 0.9% |
|
TAIYO NIPPON SANSO CORP | 0.8% |
|
AFC ENERGY PLC | 0.6% |
|
PLUG POWER INC | 0.1% |
HDRO Underweight Relative to HYDR
|
BLOOM ENERGY CORPORATION CLASS A | -9.2% |
|
BALLARD POWER SYSTEMS INC | -4.8% |
 |
NEL ASA | -4.6% |
|
CUMMINS INC | -3.3% |
 |
BEIJING SINOHYTEC CO LTD-H | -2.7% |
|
JOHNSON MATTHEY PLC | -2.0% |
|
TOYOTA MOTOR CORP | -1.9% |
 |
POWERCELL SWEDEN AB | -1.8% |
|
ILJIN HYSOLUS CO., LTD. | -1.8% |
|
DOOSAN CORP | -0.8% |