Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
PBD
104
HOLDINGS
32%
ALSO IN FRNW
FRNW
52
HOLDINGS
69%
ALSO IN PBD
SECTOR DRIFT (PBD minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in PBD |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 1.6% | 6.4% | 1.6% |
 |
DONG ENERGY A/S | 1.5% | 2.3% | 1.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.4% | 2.3% | 1.4% |
|
SUNRUN INC. | 1.4% | 3.9% | 1.4% |
|
PLUG POWER INC | 1.8% | 1.3% | 1.3% |
PBD Overweight Relative to FRNW
|
SES AI CORPORATION CLASS A | 1.6% |
 |
TECO ELECTRIC & MACHINERY | 1.6% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.4% |
 |
NIO INC. SPONSORED ADR CLASS A | 1.3% |
 |
CERES POWER HOLDINGS PLC | 1.3% |
 |
WASION GROUP HOLDINGS LTD | 1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | 1.1% |
|
TIANNENG POWER INTL LTD | 1.1% |
|
DELTA ELECTRONICS INC | 1.1% |
PBD Underweight Relative to FRNW
|
GE VERONA | -8.4% |
|
NEXTRACKER, INC. CLASS A | -5.7% |
|
VESTAS WIND SYSTEMS A/S | -5.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.8% |
|
FIRST SOLAR INC | -4.1% |
 |
NORDEX AG | -3.2% |
|
E.ON AG | -3.2% |
 |
ACCIONA SA | -3.1% |
 |
NORTHLAND POWER INC | -3.0% |