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
OVERLAP
17%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
50%
ALSO IN ERTH
ERTH
117
HOLDINGS
21%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ERTH)
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 ERTH |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.7% | 3.7% |
 |
FIRST SOLAR INC | 3.5% | 4.1% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 1.8% | 1.8% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 1.0% | 1.0% |
|
ENPHASE ENERGY INC | 3.2% | 0.9% | 0.9% |
FRNW Overweight Relative to ERTH
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
NORTHLAND POWER INC | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to ERTH
|
NVIDIA CORP | -6.5% |
|
DIGITAL REALTY TRUST INC | -4.7% |
|
TESLA MOTORS INC | -4.6% |
 |
BYD CO LTD-H | -3.7% |
|
LI AUTO, INC. CLASS A | -3.1% |
 |
LG ENERGY SOLUTION LTD. | -2.7% |
 |
KINGSPAN GROUP PLC | -2.6% |
|
XPENG, INC. CLASS A | -2.5% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.1% |
 |
CAPITAMALL TRUST | -2.0% |