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
16
Number of overlapping holdings
33.3%
% of FRNW's 52 holdings also in CNRG
40.0%
% of CNRG's 40 holdings also in FRNW
Overlap by Weight
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 | 4.2% | 4.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 4.6% | 3.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% | 2.7% | 2.6% |
|
FIRST SOLAR INC | 3.5% | 2.5% | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 3.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
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 | -7.0% |
|
CONSTELLATION ENERGY CORPORATION | -4.1% |
|
ALLETE INC | -3.6% |
|
NEXTERA ENERGY GROUP | -3.4% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.0% |
|
AES CORP | -3.0% |
|
ARCOSA INC | -2.9% |
|
ADT, INC. | -2.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.6% |