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
22%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
17%
ALSO IN ETEC
ETEC
49
HOLDINGS
26%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ETEC)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.1% | 4.6% | 4.6% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 4.5% | 4.5% |
|
GE VERONA | 8.4% | 3.5% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% | 3.4% | 3.4% |
|
ENPHASE ENERGY INC | 2.1% | 3.3% | 2.1% |
FRNW Overweight Relative to ETEC
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% |
|
GE VERONA | 4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.0% |
 |
ACCIONA SA | 3.9% |
|
SUNRUN INC. | 3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.6% |
|
ORMAT TECHNOLOGIES INC | 3.2% |
 |
E.ON AG | 3.2% |
|
ITRON INC | 3.1% |
FRNW Underweight Relative to ETEC
|
BORGWARNER INC | -6.5% |
|
UNIVERSAL DISPLAY CORP | -5.9% |
 |
KURITA WATER INDUSTRIES LTD | -5.6% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.4% |
|
YASKAWA ELECTRIC CORP | -5.1% |
 |
KEMIRA OYJ | -4.4% |
|
XYLEM INC | -3.2% |
|
TESLA MOTORS INC | -2.8% |
|
NGK INSULATORS LTD | -2.8% |
|
RIVIAN AUTOMOTIVE INC-A | -2.2% |