Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
12.5%
% of FRNW's 52 holdings also in RNWZ
26.1%
% of RNWZ's 23 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNWZ)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% | 5.8% | 3.7% |
 |
VERBUND AG | 3.1% | 3.9% | 3.1% |
 |
ACCIONA SA | 2.5% | 4.3% | 2.5% |
 |
NORTHLAND POWER INC | 2.5% | 3.8% | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% | 4.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNWZ
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
GE VERONA | 4.2% |
|
FIRST SOLAR INC | 3.5% |
|
DONG ENERGY A/S | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ENPHASE ENERGY INC | 3.2% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
FRNW Underweight Relative to RNWZ
|
RWE AG | -12.2% |
 |
SSE PLC | -8.2% |
|
P G & E CORP | -5.9% |
|
AMERICAN ELECTRIC POWER | -5.7% |
|
NEXTERA ENERGY GROUP | -4.4% |
 |
ENEL SPA | -4.4% |
|
ENDESA SA | -4.3% |
|
IBERDROLA SA | -3.9% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.5% |
 |
FORTUM OYJ | -3.4% |