Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
45.5%
% of RNEW's 47 holdings also in PBW
32.3%
% of PBW's 62 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus PBW)
Overlapping Holdings
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Company | Weight in RNEW |
Weight in PBW |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 6.4% | 2.2% | 2.2% | |
ORMAT TECHNOLOGIES INC | 2.1% | 1.8% | 1.8% | |
ITRON INC | 2.2% | 1.6% | 1.6% | |
QUANTA SERVICES INC | 6.6% | 1.6% | 1.6% | |
ENPHASE ENERGY INC | 5.3% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to PBW
WASTE MANAGEMENT INC | 6.3% | |
REPUBLIC SERVICES INC | 6.2% | |
ECOLAB INC | 6.0% | |
CLEAN HARBORS INC | 5.6% | |
QUANTA SERVICES INC | 5.0% | |
CHENIERE ENERGY INC | 5.0% | |
DONALDSON CO INC | 4.6% | |
FIRST SOLAR INC | 4.2% | |
BORGWARNER INC | 4.1% | |
ENPHASE ENERGY INC | 3.7% |
RNEW Underweight Relative to PBW
MP MATERIALS CORP CLASS A | -2.0% | |
SOLID POWER, INC. CLASS A | -1.9% | |
SIGMA LITHIUM CORPORATION | -1.8% | |
FLUENCE ENERGY INC CLASS A | -1.7% | |
LANZATECH GLOBAL, INC. | -1.7% | |
LITHIUM AMERICAS (ARGENTINA) CORP. | -1.7% | |
ESCO TECHNOLOGIES INC | -1.7% | |
BEL FUSE INC-CL B | -1.6% | |
JINKOSOLAR HOLDING CO-ADR | -1.6% | |
PREFORMED LINE PRODUCTS CO | -1.6% |