Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
25
Number of overlapping holdings
25.3%
% of BNE's 99 holdings also in CLNR
31.3%
% of CLNR's 81 holdings also in BNE
Overlap by Weight
Sector Drift (BNE minus CLNR)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in BNE |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 1.4% | 1.3% | 1.3% |
|
NEXTERA ENERGY GROUP | 1.2% | 3.7% | 1.2% |
 |
BYD CO LTD-H | 1.2% | 3.1% | 1.2% |
|
TEXAS INSTRUMENTS INC | 1.2% | 3.4% | 1.2% |
|
TESLA MOTORS INC | 1.2% | 2.6% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
BNE Overweight Relative to CLNR
 |
SIEMENS ENERGY AG | 1.8% |
|
CHINA MOLYBDENUM CO LTD-H | 1.4% |
 |
PRYSMIAN SPA | 1.4% |
|
AEROVIRONMENT INC | 1.3% |
 |
IVANHOE MINES LTD. CLASS A | 1.3% |
|
LUNDIN MINING CORP | 1.2% |
|
SOUTHERN COPPER CORP | 1.2% |
|
CARRIER GLOBAL CORP. | 1.2% |
|
QUALCOMM INC | 1.2% |
 |
JX HOLDINGS INC | 1.2% |
BNE Underweight Relative to CLNR
 |
TAIWAN SEMICONDUCTOR MANUFAC | -3.7% |
|
HITACHI LTD | -3.6% |
|
ALPHABET INC. CLASS A | -3.5% |
 |
ABB LTD. | -3.5% |
|
APPLE INC | -3.3% |
 |
IBERDROLA SA | -3.2% |
|
MEDIATEK INC | -3.1% |
|
ADVANCED MICRO DEVICES | -2.6% |
|
DAIMLER AG-REGISTERED SHARES | -2.5% |
|
NEXTERA ENERGY GROUP | -2.4% |