Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
29%
ALSO IN PBW
PBW
70
HOLDINGS
23%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus PBW)
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 FRNW |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 5.4% | 2.6% | 2.6% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.6% | 1.9% | 1.6% |
|
FIRST SOLAR INC | 3.8% | 1.5% | 1.5% |
|
ENPHASE ENERGY INC | 2.2% | 1.4% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.6% | 1.4% | 1.4% |
FRNW Overweight Relative to PBW
|
GE VERONA | 4.8% |
 |
VESTAS WIND SYSTEMS A/S | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.0% |
|
ORSTED | 3.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.1% |
 |
VERBUND AG | 2.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.8% |
 |
ACCIONA SA | 2.7% |
 |
NORDEX AG | 2.7% |
 |
NORTHLAND POWER INC | 2.5% |
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% |