Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
47.9%
% of FRNW's 52 holdings also in ERTH
19.5%
% of ERTH's 121 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 | 4.7% | 3.2% | 3.2% |
 |
FIRST SOLAR INC | 3.5% | 3.1% | 3.1% |
|
ENPHASE ENERGY INC | 3.2% | 1.7% | 1.7% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 1.4% | 1.4% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
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
 |
BYD CO LTD-H | -6.4% |
|
DIGITAL REALTY TRUST INC | -5.0% |
|
NVIDIA CORP | -4.0% |
|
TESLA MOTORS INC | -3.7% |
|
LI AUTO, INC. CLASS A | -3.4% |
 |
KINGSPAN GROUP PLC | -3.0% |
|
XPENG, INC. CLASS A | -2.8% |
 |
LG ENERGY SOLUTION LTD. | -2.7% |
 |
CAPITAMALL TRUST | -2.3% |
|
RIVIAN AUTOMOTIVE INC-A | -2.1% |