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
15
Number of overlapping holdings
27.8%
% of PBW's 54 holdings also in RNEW
39.5%
% of RNEW's 42 holdings also in PBW
Overlap by Weight
Sector Drift (PBW minus RNEW)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PBW |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 2.2% | 4.6% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.0% | 2.6% | 2.0% |
|
ITRON INC | 2.0% | 2.8% | 2.0% |
|
FIRST SOLAR INC | 2.0% | 3.8% | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 1.8% | 4.7% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to RNEW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 2.4% |
 |
RENEW ENERGY GLOBAL PLC CLASS A | 2.3% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.1% |
|
MP MATERIALS CORP CLASS A | 2.0% |
|
DARLING INTERNATIONAL INC | 2.0% |
|
PREFORMED LINE PRODUCTS CO | 2.0% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
BEL FUSE INC-CL B | 1.9% |
|
CORTEVA INC | 1.9% |
|
ESCO TECHNOLOGIES INC | 1.9% |
PBW Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.7% |
|
CHENIERE ENERGY INC | -6.2% |
|
WASTE MANAGEMENT INC | -6.2% |
|
CHENIERE ENERGY PARTNERS LP | -6.0% |
|
ECOLAB INC | -5.5% |
|
CLEAN HARBORS INC | -4.8% |
|
DONALDSON CO INC | -4.4% |
|
CASELLA WASTE SYSTEMS INC-A | -4.4% |
|
LUCID GROUP, INC. | -4.2% |
|
IDACORP INC | -3.8% |