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
32%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
33%
ALSO IN CNRG
CNRG
41
HOLDINGS
41%
ALSO IN PBW
SECTOR DRIFT (PBW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.7% | 6.8% | 3.7% |
|
SUNRUN INC. | 3.1% | 4.2% | 3.1% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.2% | 3.2% | 2.2% |
|
AMERESCO INC-CL A | 2.2% | 3.0% | 2.2% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 2.2% | 4.7% | 2.2% |
PBW Overweight Relative to CNRG
|
QUANTUMSCAPE CORPORATION CLASS A | 2.8% |
|
AMPRIUS TECHNOLOGIES INC | 2.6% |
|
SOLID POWER, INC. CLASS A | 2.6% |
 |
NIO INC. SPONSORED ADR CLASS A | 2.2% |
|
MP MATERIALS CORP CLASS A | 2.0% |
|
POWELL INDUSTRIES INC | 2.0% |
|
JOBY AVIATION, INC. | 2.0% |
|
BEL FUSE INC-CL B | 1.9% |
 |
STANDARD LITHIUM LTD. | 1.8% |
|
PLUG POWER INC | 1.6% |
PBW Underweight Relative to CNRG
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -4.0% |
|
GENERAC HOLDINGS INC | -3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.1% |
|
GE VERONA | -2.9% |
|
TRANSALTA CORP | -2.8% |
|
AES CORP | -2.6% |
|
BALLARD POWER SYSTEMS INC | -2.5% |
|
CORNING INC | -2.5% |
|
CONSTELLATION ENERGY CORPORATION | -2.5% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -2.4% |