Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
34.0%
% of FRNW's 65 holdings also in PBW
27.4%
% of PBW's 62 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus PBW)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 2.2% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 1.8% | 1.8% |
|
ARRAY TECHNOLOGIES INC | 1.9% | 1.6% | 1.6% |
|
ENPHASE ENERGY INC | 5.0% | 1.6% | 1.6% |
 |
JINKOSOLAR HOLDING CO-ADR | 1.5% | 1.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to PBW
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
DONG ENERGY A/S | 4.0% |
|
ENPHASE ENERGY INC | 3.4% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
|
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
VERBUND AG | 2.4% |
 |
DRAX GROUP PLC | 2.3% |
 |
EDP RENOVAVEIS SA | 2.2% |
|
CHINA LONGYUAN POWER GROUP-H | 2.1% |
FRNW Underweight Relative to PBW
|
MP MATERIALS CORP CLASS A | -2.0% |
|
SOLID POWER, INC. CLASS A | -1.9% |
|
SIGMA LITHIUM CORPORATION | -1.8% |
|
FLUENCE ENERGY INC CLASS A | -1.7% |
|
LANZATECH GLOBAL, INC. | -1.7% |
|
LITHIUM AMERICAS (ARGENTINA) CORP. | -1.7% |
|
ESCO TECHNOLOGIES INC | -1.7% |
|
BEL FUSE INC-CL B | -1.6% |
|
ITRON INC | -1.6% |
|
PREFORMED LINE PRODUCTS CO | -1.6% |