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
23%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
44%
ALSO IN SMOG
SMOG
65
HOLDINGS
38%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SMOG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |