Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
29%
ALSO IN CNRG
CNRG
41
HOLDINGS
34%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 4.2% | 3.2% | 3.2% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 3.5% | 2.7% | 2.7% |
|
ENPHASE ENERGY INC | 3.2% | 2.7% | 2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% | 2.9% | 2.6% |
FRNW Overweight Relative to CNRG
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
NORTHLAND POWER INC | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.2% |
|
GENERAC HOLDINGS INC | -3.2% |
|
CONSTELLATION ENERGY CORPORATION | -3.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.1% |
|
TRANSALTA CORP | -3.0% |
|
AVISTA CORP | -2.9% |
|
ARCOSA INC | -2.9% |
|
ALLETE INC | -2.9% |
|
NEXTERA ENERGY GROUP | -2.9% |
|
AES CORP | -2.7% |