Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
30.0%
% of FRNW's 65 holdings also in QCLN
27.3%
% of QCLN's 57 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus QCLN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.0% | 7.6% | 5.0% |
|
FIRST SOLAR INC | 4.2% | 10.1% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 3.3% | 2.9% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 2.1% | 2.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to QCLN
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
DONG ENERGY A/S | 4.0% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
VERBUND AG | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
 |
EDP RENOVAVEIS SA | 2.2% |
|
CHINA LONGYUAN POWER GROUP-H | 2.1% |
FRNW Underweight Relative to QCLN
|
ALBEMARLE CORP | -7.1% |
|
ON SEMICONDUCTOR CORPORATION | -7.0% |
|
TESLA MOTORS INC | -6.6% |
|
FIRST SOLAR INC | -5.9% |
|
ACUITY BRANDS INC | -4.2% |
|
UNIVERSAL DISPLAY CORP | -3.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -3.5% |
|
LUCID GROUP, INC. | -3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.8% |