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
OVERLAP
20%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
31%
ALSO IN PBW
PBW
70
HOLDINGS
25%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 4.8% | 2.6% | 2.6% |
|
FIRST SOLAR INC | 3.9% | 1.5% | 1.5% |
|
ENPHASE ENERGY INC | 2.2% | 1.4% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.8% | 1.4% | 1.4% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.4% | 1.9% | 1.4% |
FRNW Overweight Relative to PBW
|
GE VERONA | 5.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.2% |
 |
ACCIONA SA | 3.0% |
|
ORSTED | 3.0% |
 |
NORDEX AG | 2.6% |
|
FIRST SOLAR INC | 2.4% |
|
NEXTRACKER, INC. CLASS A | 2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.2% |
FRNW Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -3.0% |
|
ASPEN AEROGELS INC | -2.2% |
 |
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
FLUENCE ENERGY INC CLASS A | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |
|
LIFEZONE HOLDINGS LTD | -1.7% |