Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
12%

OVERLAP
BY WEIGHT
9

# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
18%
ALSO IN SDG
SDG
118
HOLDINGS
9%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SDG)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in SDG
Overlap
FIRST SOLAR INC 3.9% 3.7% 3.7%
VESTAS WIND SYSTEMS A/S 4.7% 3.5% 3.5%
ACCIONA SA 3.0% 1.6% 1.6%
XINYI SOLAR HOLDINGS LTD 1.4% 1.3% 1.3%
ORSTED 3.0% 0.7% 0.7%
FRNW Overweight Relative to SDG
GE VERONA 5.5%
BLOOM ENERGY CORPORATION CLASS A 4.8%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
NEXTRACKER, INC. CLASS A 3.4%
ENLIGHT RENEWABLE ENERGY LTD 2.9%
NORDEX AG 2.6%
ORMAT TECHNOLOGIES INC 2.5%
ORSTED 2.2%
ENPHASE ENERGY INC 2.2%
CLEARWAY ENERGY, INC. CLASS C 2.1%
FRNW Underweight Relative to SDG
WIWYNN CORP. -4.7%
MARVELL TECHNOLOGY, INC. -4.4%
NOVARTIS AG -4.1%
NVIDIA CORP -3.8%
UNI-PRESIDENT ENTERPRISES CO -3.4%
KIMBERLY-CLARK CORP -3.3%
EAST JAPAN RAILWAY CO -3.3%
WH GROUP LTD -3.2%
ESSITY AB CLASS B -2.2%
LI AUTO, INC. CLASS A -2.1%
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