Fund Overlap

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


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OVERLAP
23%

OVERLAP
BY WEIGHT
21

# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
44%
ALSO IN SMOG
SMOG
63
HOLDINGS
38%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SMOG)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in SMOG
Overlap
VESTAS WIND SYSTEMS A/S 4.7% 3.9% 3.9%
FIRST SOLAR INC 3.5% 3.4% 3.4%
DONG ENERGY A/S 3.4% 1.8% 1.8%
NEXTRACKER, INC. CLASS A 3.4% 1.4% 1.4%
ACCIONA SA 2.5% 1.2% 1.2%
FRNW Overweight Relative to SMOG
GE VERONA 4.2%
EDP-ENERGIAS DE PORTUGAL SA 3.7%
ITRON INC 2.7%
VINCI SA 2.6%
NEOEN S.A. 2.5%
E.ON AG 2.4%
CLEARWAY ENERGY, INC. CLASS C 2.4%
VERBUND AG 2.4%
ENPHASE ENERGY INC 2.2%
ENLIGHT RENEWABLE ENERGY LTD 2.1%
FRNW Underweight Relative to SMOG
TESLA MOTORS INC -8.1%
NEXTERA ENERGY GROUP -7.9%
IBERDROLA SA -7.4%
ENEL SPA -6.8%
BYD CO LTD-H -5.4%
LI AUTO, INC. SPONSORED ADR CLASS A -3.8%
XPENG, INC. ADR SPONSORED CLASS A -3.2%
KINGSPAN GROUP PLC -3.1%
RIVIAN AUTOMOTIVE INC-A -3.0%
OWENS CORNING -2.5%
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