Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
20.4%
% of PBD's 104 holdings also in TAN
70.0%
% of TAN's 30 holdings also in PBD
Overlap by Weight
Sector Drift (PBD minus TAN)
Overlapping Holdings
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| Company | Weight in PBD |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
SMA SOLAR TECHNOLOGY AG | 1.2% | 1.2% | 1.2% |
 |
SCATEC ASA | 1.1% | 2.0% | 1.1% |
 |
GRENERGY RENOVABLES S.A | 1.0% | 1.9% | 1.0% |
 |
SOLAREDGE TECHNOLOGIES, INC. | 1.0% | 2.9% | 1.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 1.0% | 4.7% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
PBD Overweight Relative to TAN
 |
SINO-AMERICAN SILICON PRODUC | 1.8% |
 |
INNERGEX RENEWABLE ENERGY | 1.8% |
 |
YADEA GROUP HOLDINGS LTD. | 1.3% |
|
NORDEX AG | 1.3% |
 |
ELIA SYSTEM OPERATOR SA/NV | 1.2% |
 |
XPENG, INC. ADR SPONSORED CLASS A | 1.2% |
 |
SPIE SA | 1.2% |
|
NFI GROUP INC. | 1.1% |
 |
KINGSPAN GROUP PLC | 1.1% |
|
ACCIONA SA | 1.1% |
PBD Underweight Relative to TAN
|
ENPHASE ENERGY INC | -10.0% |
|
NEXTRACKER, INC. CLASS A | -9.6% |
|
FIRST SOLAR INC | -9.2% |
|
GCL POLY ENERGY HOLDINGS LTD | -6.4% |
|
XINYI SOLAR HOLDINGS LTD | -4.2% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.8% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |
|
SUNRUN INC. | -3.1% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.3% |