Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
44%
ALSO IN RNRG
RNRG
38
HOLDINGS
57%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
ORSTED | 3.2% | 6.0% | 3.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.1% | 5.2% | 3.1% |
 |
VERBUND AG | 2.8% | 7.8% | 2.8% |
 |
NORTHLAND POWER INC | 2.5% | 3.2% | 2.5% |
 |
ORMAT TECHNOLOGIES INC | 2.4% | 4.3% | 2.4% |
FRNW Overweight Relative to RNRG
|
BLOOM ENERGY CORPORATION CLASS A | 5.4% |
|
GE VERONA | 4.8% |
|
VESTAS WIND SYSTEMS A/S | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.0% |
|
FIRST SOLAR INC | 3.8% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
 |
ACCIONA SA | 2.7% |
 |
NORDEX AG | 2.7% |
|
ENPHASE ENERGY INC | 2.2% |
|
BROOKFIELD RENEWABLE CORP | 2.1% |
FRNW Underweight Relative to RNRG
 |
AXIA ENERGIA | -7.9% |
|
ENGIE BRASIL ENERGIA S.A. | -5.4% |
|
VERBUND AG | -5.0% |
 |
BARITO RENEWABLE | -4.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.5% |
 |
CONTACT ENERGY LTD | -4.1% |
|
EDP RENOVAVEIS SA | -3.9% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | -2.9% |
|
ORSTED | -2.8% |
 |
DRAX GROUP PLC | -2.8% |