Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
PBD
104
HOLDINGS
20%
ALSO IN TAN
TAN
28
HOLDINGS
75%
ALSO IN PBD
SECTOR DRIFT (PBD minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in PBD |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.4% | 3.4% | 1.4% |
|
SUNRUN INC. | 1.4% | 6.8% | 1.4% |
|
ARRAY TECHNOLOGIES INC | 1.2% | 3.6% | 1.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.1% | 5.0% | 1.1% |
 |
CANADIAN SOLAR INC | 1.0% | 2.2% | 1.0% |
PBD Overweight Relative to TAN
|
PLUG POWER INC | 1.8% |
|
SES AI CORPORATION CLASS A | 1.6% |
 |
TECO ELECTRIC & MACHINERY | 1.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.6% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.5% |
 |
DONG ENERGY A/S | 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% |
PBD Underweight Relative to TAN
|
NEXTRACKER, INC. CLASS A | -10.5% |
|
FIRST SOLAR INC | -9.3% |
|
GCL POLY ENERGY HOLDINGS LTD | -6.0% |
|
ENPHASE ENERGY INC | -5.9% |
|
SUNRUN INC. | -5.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.9% |
|
XINYI SOLAR HOLDINGS LTD | -3.5% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.3% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.1% |