Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
17.8%
% of PBD's 107 holdings also in RAYS
38.0%
% of RAYS's 50 holdings also in PBD
Overlap by Weight
Sector Drift (PBD minus RAYS)
Overlapping Holdings
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| Company | Weight in PBD |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
ENCAVIS AG | 1.3% | 2.2% | 1.3% |
 |
XINYI SOLAR HOLDINGS LTD | 1.3% | 3.3% | 1.3% |
 |
FIRST SOLAR INC | 1.1% | 10.1% | 1.1% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | 1.1% | 1.0% | 1.0% |
|
SMA SOLAR TECHNOLOGY AG | 0.8% | 1.5% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
PBD Overweight Relative to RAYS
 |
SHIHLIN ELECTRIC & ENGINEER | 2.4% |
 |
LS INDUSTRIAL SYSTEMS | 1.7% |
 |
TOYO TANSO CO LTD | 1.5% |
|
CHUNG HSIN ELECTRIC & MACHIN | 1.4% |
 |
FUGRO NV CERT OF SHS | 1.3% |
|
CORE & MAIN, INC. CLASS A | 1.2% |
 |
NKT HOLDING A/S | 1.2% |
 |
ACERGY SA | 1.2% |
 |
NEOEN S.A. | 1.2% |
|
TA YA ELECTRIC WIRE & CABLE | 1.2% |
PBD Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.9% |
|
ENPHASE ENERGY INC | -9.7% |
|
FIRST SOLAR INC | -9.0% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -6.9% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -4.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.0% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.7% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.7% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.6% |