Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
24.0%
% of FRNW's 65 holdings also in RNEW
27.3%
% of RNEW's 47 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNEW)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.0% | 5.3% | 5.0% |
|
FIRST SOLAR INC | 4.2% | 6.4% | 4.2% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 2.1% | 2.1% |
|
SUNRUN INC. | 2.2% | 1.2% | 1.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.5% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNEW
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
DONG ENERGY A/S | 4.0% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
VERBUND AG | 2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
FRNW Underweight Relative to RNEW
|
QUANTA SERVICES INC | -6.6% |
|
WASTE MANAGEMENT INC | -6.3% |
|
REPUBLIC SERVICES INC | -6.2% |
|
ECOLAB INC | -6.0% |
|
CLEAN HARBORS INC | -5.6% |
|
CHENIERE ENERGY INC | -5.0% |
|
DONALDSON CO INC | -4.6% |
|
BORGWARNER INC | -4.1% |
|
TESLA MOTORS INC | -3.2% |
|
NEW FORTRESS ENERGY INC. CLASS A | -3.1% |