Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
64.6%
% of FRNW's 52 holdings also in ICLN
44.3%
% of ICLN's 104 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ICLN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 5.6% | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% | 4.1% | 3.7% |
 |
FIRST SOLAR INC | 3.5% | 5.4% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 3.5% | 3.4% |
|
DONG ENERGY A/S | 3.4% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ICLN
|
GE VERONA | 4.2% |
|
ITRON INC | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
ACCIONA SA | 2.5% |
 |
E.ON AG | 2.4% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.2% |
|
XINYI SOLAR HOLDINGS LTD | 2.2% |
 |
VERBUND AG | 2.1% |
FRNW Underweight Relative to ICLN
|
IBERDROLA SA | -7.6% |
 |
SSE PLC | -6.8% |
|
CHINA YANGTZE POWER CO LTD-A | -4.8% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.5% |
 |
CHUBU ELECTRIC POWER CO INC | -3.4% |
 |
SUZLON ENERGY LIMITED | -3.2% |
|
CENTRAIS ELETRICAS BRASILIER | -3.0% |
|
FIRST SOLAR INC | -2.0% |
|
NHPC LTD | -1.9% |
|
CIA ENERGETICA MINAS GER-PRF | -1.5% |