Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
18.0%
% of FRNW's 65 holdings also in ETEC
20.9%
% of ETEC's 48 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ETEC)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 4.2% | 4.2% |
|
ENPHASE ENERGY INC | 5.0% | 3.2% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 2.8% | 2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% | 2.1% | 2.1% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ETEC
|
DONG ENERGY A/S | 4.0% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
VERBUND AG | 2.4% |
|
ORMAT TECHNOLOGIES INC | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
 |
EDP RENOVAVEIS SA | 2.2% |
|
SUNRUN INC. | 2.2% |
FRNW Underweight Relative to ETEC
 |
SAMSUNG SDI CO LTD | -6.8% |
|
BORGWARNER INC | -6.5% |
 |
YASKAWA ELECTRIC CORP | -5.7% |
|
UNIVERSAL DISPLAY CORP | -5.7% |
|
KURITA WATER INDUSTRIES LTD | -4.6% |
 |
UMICORE | -4.5% |
 |
VOLTRONIC POWER TECHNOLOGY CORP. | -4.4% |
|
JOHNSON MATTHEY PLC | -4.2% |
 |
SIEMENS ENERGY AG | -3.9% |
|
TESLA MOTORS INC | -3.6% |