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
34%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
34%
ALSO IN FRNW
FRNW
68
HOLDINGS
29%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus FRNW)
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 CNRG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.4% | 6.4% | 6.4% |
|
SUNRUN INC. | 4.2% | 3.9% | 3.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.0% | 4.0% | 3.0% |
|
NEXTRACKER, INC. CLASS A | 3.0% | 5.7% | 3.0% |
|
FIRST SOLAR INC | 2.8% | 5.1% | 2.8% |
CNRG Overweight Relative to FRNW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 7.1% |
|
FLUENCE ENERGY INC CLASS A | 5.5% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 4.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% |
 |
BALLARD POWER SYSTEMS INC | 3.4% |
|
TRANSALTA CORP | 3.0% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.6% |
|
GENERAC HOLDINGS INC | 2.3% |
|
CORNING INC | 2.3% |
|
CONSTELLATION ENERGY CORPORATION | 2.3% |
CNRG Underweight Relative to FRNW
|
GE VERONA | -6.3% |
 |
VESTAS WIND SYSTEMS A/S | -6.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.8% |
 |
NORDEX AG | -4.0% |
 |
ACCIONA SA | -3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.6% |
|
E.ON AG | -3.2% |
|
ITRON INC | -3.1% |
|
NORTHLAND POWER INC | -3.0% |
 |
VERBUND AG | -3.0% |