Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
50.0%
% of FRNW's 65 holdings also in RNRG
59.5%
% of RNRG's 42 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNRG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 4.0% | 6.0% | 4.0% |
 |
MERIDIAN ENERGY LTD | 2.9% | 6.3% | 2.9% |
 |
NORTHLAND POWER INC | 2.7% | 3.2% | 2.7% |
 |
VERBUND AG | 2.4% | 5.6% | 2.4% |
 |
ORMAT TECHNOLOGIES INC | 2.4% | 3.2% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNRG
|
ENPHASE ENERGY INC | 5.0% |
|
VESTAS WIND SYSTEMS A/S | 4.8% |
|
FIRST SOLAR INC | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.1% |
|
PLUG POWER INC | 2.0% |
 |
ACCIONA SA | 2.0% |
FRNW Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -5.4% |
 |
RUSHYDRO JSC | -5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
|
ENGIE BRASIL ENERGIA S.A. | -4.5% |
|
MIGHTY RIVER POWER | -4.4% |
|
MERIDIAN ENERGY LTD | -3.4% |
|
CONTACT ENERGY LTD | -3.3% |
|
VERBUND AG | -3.2% |
|
EDP RENOVAVEIS SA | -2.7% |
 |
ENERGY ABSOLUTE PCL-NVDR | -2.6% |