Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
42.9%
% of RNEW's 45 holdings also in PBW
30.0%
% of PBW's 60 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus PBW)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.9% | 3.3% | 2.9% |
|
TESLA MOTORS INC | 12.0% | 2.7% | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 5.9% | 1.8% | 1.8% |
|
QUANTA SERVICES INC | 5.9% | 1.7% | 1.7% |
|
ITRON INC | 2.6% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to PBW
|
TESLA MOTORS INC | 9.3% |
|
CHENIERE ENERGY INC | 6.5% |
|
REPUBLIC SERVICES INC | 5.4% |
|
CLEAN HARBORS INC | 5.4% |
|
WASTE MANAGEMENT INC | 5.2% |
|
ECOLAB INC | 5.0% |
|
DONALDSON CO INC | 4.4% |
|
QUANTA SERVICES INC | 4.3% |
|
RIVIAN AUTOMOTIVE INC-A | 4.1% |
|
BORGWARNER INC | 3.9% |
RNEW Underweight Relative to PBW
|
ARCHER AVIATION INC CLASS A | -3.8% |
|
ARCADIUM LITHIUM PLC | -3.0% |
|
MYR GROUP INC/DELAWARE | -2.3% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -2.2% |
 |
JINKOSOLAR HOLDING CO-ADR | -2.2% |
|
JOBY AVIATION, INC. | -2.1% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -2.1% |
|
HYLIION HOLDINGS CORP. CLASS A | -2.0% |
|
MP MATERIALS CORP CLASS A | -2.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | -1.9% |