Fund Overlap

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


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OVERLAP
20%

OVERLAP
BY WEIGHT
25

# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
51%
ALSO IN ERTH
ERTH
196
HOLDINGS
16%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ERTH)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in ERTH
Overlap
VESTAS WIND SYSTEMS A/S 4.7% 3.8% 3.8%
FIRST SOLAR INC 3.9% 3.8% 3.8%
NEXTRACKER, INC. CLASS A 3.4% 2.6% 2.6%
ENLIGHT RENEWABLE ENERGY LTD 3.2% 1.7% 1.7%
ORMAT TECHNOLOGIES INC 2.5% 1.1% 1.1%
FRNW Overweight Relative to ERTH
GE VERONA 5.5%
BLOOM ENERGY CORPORATION CLASS A 4.8%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ACCIONA SA 3.0%
ORSTED 3.0%
BROOKFIELD RENEWABLE CORP 2.1%
VERBUND AG 2.1%
ITRON INC 2.1%
NORTHLAND POWER INC 2.1%
MERIDIAN ENERGY LTD 2.1%
FRNW Underweight Relative to ERTH
DIGITAL REALTY TRUST INC -5.1%
TESLA MOTORS INC -5.0%
NVIDIA CORP -4.8%
BYD CO LTD-H -4.3%
WEYERHAEUSER CO -2.5%
CONTEMPORARY AMPEREX TECHN-H -2.3%
CONTEMPORARY AMPEREX TECHNOLOGY CO., -2.2%
KINGSPAN GROUP PLC -2.1%
SCENTRE GROUP -2.0%
RIVIAN AUTOMOTIVE INC-A -1.9%
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