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   

20

Number of overlapping holdings

40.0%

% of FRNW's 66 holdings also in FAN

40.0%

% of FAN's 60 holdings also in FRNW

Overlap by Weight
Sector Drift (FRNW minus FAN)
Overlapping Holdings

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Company Weight
in FRNW
Weight
in FAN
Overlap
VESTAS WIND SYSTEMS A/S 4.0% 6.9% 4.0%
DONG ENERGY A/S 3.4% 8.4% 3.4%
GE VERONA 5.2% 3.1% 3.1%
EDP RENOVAVEIS SA 2.5% 6.7% 2.5%
NORTHLAND POWER INC 2.4% 5.7% 2.4%

Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to FAN
FIRST SOLAR INC 4.0%
ENPHASE ENERGY INC 3.6%
EDP-ENERGIAS DE PORTUGAL SA 3.6%
VERBUND AG 2.9%
SUNRUN INC. 2.7%
ORMAT TECHNOLOGIES INC 2.5%
MERIDIAN ENERGY LTD 2.5%
NEXTRACKER, INC. CLASS A 2.5%
BROOKFIELD RENEWABLE CORPORATION CLA 2.2%
BLOOM ENERGY CORPORATION CLASS A 2.1%
FRNW Underweight Relative to FAN
DONG ENERGY A/S -5.0%
EDP RENOVAVEIS SA -4.2%
NORTHLAND POWER INC -3.3%
SIEMENS ENERGY AG -2.9%
VESTAS WIND SYSTEMS A/S -2.9%
CENTURY IRON & STEEL INDUSTRIAL CO., -2.5%
OWENS CORNING -2.2%
IBERDROLA SA -2.1%
TORAY INDUSTRIES INC -2.1%
ENEL SPA -2.0%
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