Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
58.3%
% of HYDR's 24 holdings also in HDRO
70.0%
% of HDRO's 20 holdings also in HYDR
Overlap by Weight
Sector Drift (HYDR minus HDRO)
Overlapping Holdings
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| Company | Weight in HYDR |
Weight in HDRO |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 21.4% | 10.7% | 10.7% |
 |
DOOSAN FUEL CELL CO., LTD. | 9.4% | 8.8% | 8.8% |
|
PLUG POWER INC | 11.7% | 7.3% | 7.3% |
 |
NEL ASA | 7.4% | 6.1% | 6.1% |
 |
SFC ENERGY AG | 5.4% | 6.3% | 5.4% |
Position Highlights (Non-Overlapping Exposures)
HYDR Overweight Relative to HDRO
|
BLOOM ENERGY CORPORATION CLASS A | 10.8% |
 |
BALLARD POWER SYSTEMS INC | 4.7% |
|
PLUG POWER INC | 4.4% |
 |
GREEN HYDROGEN SYSTEMS A/S | 3.6% |
|
FUELCELL ENERGY, INC. | 2.6% |
 |
TOYOTA MOTOR CORP | 2.3% |
|
CUMMINS INC | 2.0% |
 |
JOHNSON MATTHEY PLC | 1.3% |
|
ILJIN HYSOLUS CO., LTD. | 1.3% |
|
NEL ASA | 1.3% |
HYDR Underweight Relative to HDRO
|
BALLARD POWER SYSTEMS INC | -7.6% |
 |
AIR LIQUIDE SA | -5.5% |
|
LINDE PLC | -5.1% |
|
AIR PRODUCTS & CHEMICALS INC | -2.7% |
|
TAIYO NIPPON SANSO CORP | -1.4% |
|
MITSUBISHI CHEMICAL HOLDINGS | -1.2% |
 |
POWERCELL SWEDEN AB | -1.0% |
|
SFC ENERGY AG | -1.0% |
|
ITM POWER PLC | -0.8% |
|
CERES POWER HOLDINGS PLC | -0.2% |