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
15%

OVERLAP
BY WEIGHT
6

# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
13%
ALSO IN ETEC
ETEC
46
HOLDINGS
19%
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% 4.8% 4.8%
VESTAS WIND SYSTEMS A/S 6.1% 3.0% 3.0%
XINYI SOLAR HOLDINGS LTD 2.3% 2.1% 2.1%
ENPHASE ENERGY INC 2.1% 3.3% 2.1%
NORDEX AG 4.0% 1.7% 1.7%
FRNW Overweight Relative to ETEC
GE VERONA 8.4%
BLOOM ENERGY CORPORATION CLASS A 6.4%
NEXTRACKER, INC. CLASS A 5.7%
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%
FRNW Underweight Relative to ETEC
BORGWARNER INC -6.8%
YASKAWA ELECTRIC CORP -4.8%
KURITA WATER INDUSTRIES LTD -4.8%
ALLEGRO MICROSYSTEMS, INC. -4.7%
UNIVERSAL DISPLAY CORP -4.5%
KEMIRA OYJ -3.8%
GS YUASA CORP -3.5%
GCL POLY ENERGY HOLDINGS LTD -3.3%
SIEMENS ENERGY AG -3.2%
XYLEM INC -3.1%
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