Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
40%

OVERLAP
BY WEIGHT
31

# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
65%
ALSO IN ICLN
ICLN
106
HOLDINGS
41%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in ICLN
Overlap
BLOOM ENERGY CORPORATION CLASS A 4.9% 11.5% 4.9%
FIRST SOLAR INC 4.0% 7.0% 4.0%
NEXTRACKER, INC. CLASS A 3.8% 6.8% 3.8%
VESTAS WIND SYSTEMS A/S 4.7% 3.1% 3.1%
EDP-ENERGIAS DE PORTUGAL SA 3.5% 2.0% 2.0%
FRNW Overweight Relative to ICLN
GE VERONA 4.9%
ACCIONA SA 2.6%
ORMAT TECHNOLOGIES INC 2.4%
NORTHLAND POWER INC 2.1%
ENLIGHT RENEWABLE ENERGY LTD 2.0%
VERBUND AG 1.9%
SUNRUN INC. 1.9%
ITRON INC 1.8%
MERIDIAN ENERGY LTD 1.8%
E.ON AG 1.8%
FRNW Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -6.7%
CHINA YANGTZE POWER CO LTD-A -5.4%
NEXTRACKER, INC. CLASS A -3.0%
FIRST SOLAR INC -3.0%
EQUATORIAL ENERGIA SA - ORD -2.7%
SUZLON ENERGY LIMITED -2.2%
CHUBU ELECTRIC POWER CO INC -1.9%
ENPHASE ENERGY INC -1.4%
ENERGISA SA UNITS CONS OF 1 SH + 4 P -1.2%
PLUG POWER INC -1.1%
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