Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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39
Number of overlapping holdings
78.0%
% of FRNW's 65 holdings also in ICLN
44.8%
% of ICLN's 101 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 | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.0% | 8.2% | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 5.4% | 4.8% |
|
FIRST SOLAR INC | 4.2% | 9.7% | 4.2% |
|
DONG ENERGY A/S | 4.0% | 5.2% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 3.8% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ICLN
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
DRAX GROUP PLC | 2.3% |
|
CHINA LONGYUAN POWER GROUP-H | 2.1% |
 |
ACCIONA SA | 2.0% |
 |
LANDIS+GYR GROUP AG | 1.8% |
 |
ENERGIX-RENEWABLE ENERGIES LTD. | 1.8% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 1.7% |
|
ATLANTICA SUSTAINABLE INFRASTRUCTURE | 1.6% |
 |
VERBUND AG | 1.6% |
FRNW Underweight Relative to ICLN
|
FIRST SOLAR INC | -5.6% |
|
CHINA YANGTZE POWER CO LTD-A | -4.9% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
|
ENPHASE ENERGY INC | -3.2% |
 |
SUZLON ENERGY LIMITED | -3.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.8% |
|
NHPC LTD | -2.1% |
 |
CIA ENERGETICA MINAS GER-PRF | -1.9% |
 |
HANWHA CHEMICAL CORP | -1.6% |
|
ENERGISA SA UNITS CONS OF 1 SH + 4 P | -1.6% |