Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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36
Number of overlapping holdings
34.0%
% of PBD's 107 holdings also in FRNW
73.5%
% of FRNW's 61 holdings also in PBD
Overlap by Weight
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% | 2.4% | 1.6% |
|
PLUG POWER INC | 1.3% | 1.9% | 1.3% |
 |
JINKOSOLAR HOLDING CO-ADR | 1.0% | 1.5% | 1.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.0% | 1.5% | 1.0% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.0% | 1.7% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
PBD Overweight Relative to FRNW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 2.0% |
|
ARCHER AVIATION INC CLASS A | 1.9% |
 |
RENEWABLE ENERGY CORP AS | 1.6% |
|
LUCID GROUP, INC. | 1.3% |
 |
BALLARD POWER SYSTEMS INC | 1.3% |
 |
SINO-AMERICAN SILICON PRODUC | 1.2% |
|
RIVIAN AUTOMOTIVE INC-A | 1.2% |
|
CORE & MAIN, INC. CLASS A | 1.1% |
 |
LS INDUSTRIAL SYSTEMS | 1.1% |
 |
TIANNENG POWER INTL LTD | 1.1% |
PBD Underweight Relative to FRNW
|
GE VERONA | -4.6% |
|
FIRST SOLAR INC | -3.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
 |
VESTAS WIND SYSTEMS A/S | -3.2% |
|
NEXTRACKER, INC. CLASS A | -2.9% |
|
ENPHASE ENERGY INC | -2.6% |
 |
MERIDIAN ENERGY LTD | -2.5% |
|
DONG ENERGY A/S | -2.5% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.4% |
|
CHINA LONGYUAN POWER GROUP-H | -2.3% |