Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
24%

OVERLAP
BY WEIGHT
20

# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
42%
ALSO IN SMOG
SMOG
62
HOLDINGS
36%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SMOG)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in SMOG
Overlap
FIRST SOLAR INC 5.1% 4.2% 4.2%
VESTAS WIND SYSTEMS A/S 6.1% 4.0% 4.0%
BLOOM ENERGY CORPORATION CLASS A 6.4% 2.4% 2.4%
NEXTRACKER, INC. CLASS A 5.7% 1.5% 1.5%
ACCIONA SA 3.9% 1.2% 1.2%
FRNW Overweight Relative to SMOG
GE VERONA 8.4%
EDP-ENERGIAS DE PORTUGAL SA 4.8%
NEXTRACKER, INC. CLASS A 4.2%
BLOOM ENERGY CORPORATION CLASS A 4.1%
SOLAREDGE TECHNOLOGIES, INC. 4.0%
ENLIGHT RENEWABLE ENERGY LTD 3.6%
SUNRUN INC. 3.3%
NORDEX AG 3.3%
E.ON AG 3.2%
ITRON INC 3.1%
FRNW Underweight Relative to SMOG
TESLA MOTORS INC -9.1%
NEXTERA ENERGY GROUP -7.4%
IBERDROLA SA -6.5%
ENEL SPA -6.1%
BYD CO LTD-H -4.2%
XPENG, INC. ADR SPONSORED CLASS A -3.3%
LI AUTO, INC. SPONSORED ADR CLASS A -3.1%
RIVIAN AUTOMOTIVE INC-A -2.7%
CENTRAIS ELEC BRAS-SP ADR CM -2.7%
KINGSPAN GROUP PLC -2.7%
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