Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
30.0%
% of FRNW's 65 holdings also in ACES
39.5%
% of ACES's 38 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ACES)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.0% | 4.5% | 4.5% |
|
FIRST SOLAR INC | 4.2% | 5.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 5.3% | 2.9% |
 |
NORTHLAND POWER INC | 2.7% | 4.9% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 4.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ACES
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
DONG ENERGY A/S | 4.0% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
VERBUND AG | 2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
 |
EDP RENOVAVEIS SA | 2.2% |
|
CHINA LONGYUAN POWER GROUP-H | 2.1% |
FRNW Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -5.0% |
|
ITRON INC | -4.8% |
|
TESLA MOTORS INC | -4.7% |
|
ALBEMARLE CORP | -4.5% |
|
WOLFSPEED INC | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |
|
NEXTERA ENERGY PARTNERS LP | -3.1% |
|
LUCID GROUP, INC. | -2.9% |