Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
27%
ALSO IN RAYS
RAYS
1
HOLDINGS
29%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus RAYS)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.5% | 8.0% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 7.3% | 3.4% |
|
ENPHASE ENERGY INC | 3.2% | 4.9% | 3.2% |
 |
XINYI SOLAR HOLDINGS LTD | 2.2% | 2.5% | 2.2% |
|
SUNRUN INC. | 1.5% | 1.9% | 1.5% |
FRNW Overweight Relative to RAYS
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
FRNW Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.7% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.1% |
|
FIRST SOLAR INC | -4.5% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
|
ZHEJIANG CHINT ELECTRICS-A | -4.0% |
|
NEXTRACKER, INC. CLASS A | -4.0% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.5% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.2% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -3.0% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -2.9% |