Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
66.0%
% of FRNW's 66 holdings also in ICLN
40.7%
% 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 | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 5.5% | 4.0% |
 |
FIRST SOLAR INC | 4.0% | 8.1% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 7.8% | 3.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | 4.3% | 3.6% |
|
DONG ENERGY A/S | 3.4% | 4.0% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ICLN
|
GE VERONA | 5.2% |
 |
ACCIONA SA | 2.2% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.2% |
 |
MERIDIAN ENERGY LTD | 2.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% |
|
MIGHTY RIVER POWER | 2.1% |
 |
ENCAVIS AG-TEND | 2.0% |
 |
LANDIS+GYR GROUP AG | 2.0% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | 1.8% |
 |
VERBUND AG | 1.7% |
FRNW Underweight Relative to ICLN
|
IBERDROLA SA | -6.9% |
|
CONSOLIDATED EDISON INC | -6.6% |
|
ENPHASE ENERGY INC | -4.2% |
|
FIRST SOLAR INC | -4.1% |
|
CHINA YANGTZE POWER CO LTD-A | -3.9% |
 |
SUZLON ENERGY LIMITED | -3.8% |
 |
CHUBU ELECTRIC POWER CO INC | -3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | -1.9% |
|
VESTAS WIND SYSTEMS A/S | -1.6% |
|
NHPC LTD | -1.5% |