Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
56.0%
% of FRNW's 65 holdings also in ERTH
21.1%
% of ERTH's 133 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ERTH)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 5.2% | 4.8% |
 |
FIRST SOLAR INC | 4.2% | 4.5% | 4.2% |
|
ENPHASE ENERGY INC | 5.0% | 3.7% | 3.7% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 1.4% | 1.4% |
 |
EDP RENOVAVEIS SA | 2.2% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ERTH
|
DONG ENERGY A/S | 4.0% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
VERBUND AG | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.1% |
|
ACCIONA SA | 2.0% |
 |
LANDIS+GYR GROUP AG | 1.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% |
FRNW Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.5% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.2% |
|
LI AUTO, INC. CLASS A | -4.0% |
|
TESLA MOTORS INC | -3.9% |
 |
KINGSPAN GROUP PLC | -3.4% |
 |
LG ENERGY SOLUTION LTD. | -3.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.8% |
 |
SUZANO PAPEL E CELULOSE SA | -2.4% |
 |
CAPITAMALL TRUST | -2.0% |
|
DARLING INTERNATIONAL INC | -1.7% |