Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
31%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
31%
ALSO IN CNRG
CNRG
41
HOLDINGS
37%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in CNRG
Overlap
BLOOM ENERGY CORPORATION CLASS A 4.9% 6.1% 4.9%
GE VERONA 4.9% 3.4% 3.4%
NEXTRACKER, INC. CLASS A 3.8% 3.4% 3.4%
ORMAT TECHNOLOGIES INC 2.4% 2.6% 2.4%
FIRST SOLAR INC 4.0% 2.0% 2.0%
FRNW Overweight Relative to CNRG
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.5%
ORSTED 3.3%
ENLIGHT RENEWABLE ENERGY LTD 3.3%
NORDEX AG 2.6%
ACCIONA SA 2.6%
VERBUND AG 2.4%
CLEARWAY ENERGY, INC. CLASS C 2.2%
NORTHLAND POWER INC 2.1%
FIRST SOLAR INC 2.0%
FRNW Underweight Relative to CNRG
GENERAC HOLDINGS INC -3.9%
CORNING INC -3.6%
BALLARD POWER SYSTEMS INC -3.5%
AMERICAN SUPERCONDUCTOR CORPORATION -3.0%
APPLIED MATERIALS INC -2.9%
ARCOSA INC -2.8%
NEXTERA ENERGY GROUP -2.7%
TENARIS SA-ADR -2.7%
AVISTA CORP -2.5%
AES CORP -2.5%
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