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
29%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
31%
ALSO IN CNRG
CNRG
37
HOLDINGS
42%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CNRG)
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 FRNW
Weight
in CNRG
Overlap
GE VERONA 5.5% 3.6% 3.6%
BLOOM ENERGY CORPORATION CLASS A 4.8% 3.0% 3.0%
NEXTRACKER, INC. CLASS A 3.4% 2.8% 2.8%
FIRST SOLAR INC 3.9% 2.6% 2.6%
ORMAT TECHNOLOGIES INC 2.5% 2.3% 2.3%
FRNW Overweight Relative to CNRG
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ENLIGHT RENEWABLE ENERGY LTD 3.2%
ACCIONA SA 3.0%
ORSTED 3.0%
NORDEX AG 2.6%
CLEARWAY ENERGY, INC. CLASS C 2.1%
BROOKFIELD RENEWABLE CORP 2.1%
VERBUND AG 2.1%
ITRON INC 2.1%
FRNW Underweight Relative to CNRG
ARCOSA INC -3.4%
TRANSALTA CORP -3.3%
CENTRAIS ELEC BRAS-SP ADR CM -3.1%
CEMIG SA -SPONS ADR -3.0%
CONSTELLATION ENERGY CORPORATION -2.9%
NEXTERA ENERGY GROUP -2.9%
AES CORP -2.9%
AVISTA CORP -2.8%
GENERAC HOLDINGS INC -2.8%
CORNING INC -2.5%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY