Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
32.7%
% of PBD's 108 holdings also in FRNW
70.0%
% of FRNW's 66 holdings also in PBD
Overlap by Weight
Sector Drift (PBD minus FRNW)
Overlapping Holdings
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Company | Weight in PBD |
Weight in FRNW |
Overlap | |
---|---|---|---|---|
BLOOM ENERGY CORPORATION CLASS A | 1.7% | 2.1% | 1.7% | |
JINKOSOLAR HOLDING CO-ADR | 1.2% | 1.3% | 1.2% | |
PLUG POWER INC | 1.1% | 1.5% | 1.1% | |
ENPHASE ENERGY INC | 1.0% | 3.6% | 1.0% | |
DOOSAN FUEL CELL CO., LTD. | 1.0% | 1.1% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
PBD Overweight Relative to FRNW
ARCHER AVIATION INC CLASS A | 1.8% | |
RENEWABLE ENERGY CORP AS | 1.6% | |
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.4% | |
BALLARD POWER SYSTEMS INC | 1.3% | |
RIVIAN AUTOMOTIVE INC-A | 1.2% | |
SINO-AMERICAN SILICON PRODUC | 1.2% | |
CORE & MAIN, INC. CLASS A | 1.1% | |
LUCID GROUP, INC. | 1.1% | |
EVGO, INC. CLASS A | 1.1% | |
TIANNENG POWER INTL LTD | 1.1% |
PBD Underweight Relative to FRNW
GE VERONA | -5.2% | |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% | |
VESTAS WIND SYSTEMS A/S | -3.1% | |
FIRST SOLAR INC | -3.0% | |
ENPHASE ENERGY INC | -2.6% | |
DONG ENERGY A/S | -2.6% | |
MERIDIAN ENERGY LTD | -2.5% | |
NEXTRACKER, INC. CLASS A | -2.5% | |
NORTHLAND POWER INC | -2.4% | |
CHINA LONGYUAN POWER GROUP-H | -2.2% |