Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
42%
ALSO IN SMOG
SMOG
66
HOLDINGS
34%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 4.9% | 8.8% | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 4.7% | 4.7% |
|
FIRST SOLAR INC | 4.0% | 3.3% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 2.6% | 2.6% |
|
ORSTED | 3.3% | 2.1% | 2.1% |
FRNW Overweight Relative to SMOG
|
GE VERONA | 4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.2% |
 |
XINJIANG GOLDWIND SCI&TEC-H | 2.0% |
 |
VERBUND AG | 2.0% |
|
PLUG POWER INC | 1.9% |
 |
BROOKFIELD RENEWABLE CORP | 1.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.9% |
|
ITRON INC | 1.8% |
FRNW Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.6% |
|
NEXTERA ENERGY GROUP | -7.5% |
 |
IBERDROLA SA | -6.5% |
 |
ENEL SPA | -6.2% |
|
BYD CO LTD-H | -5.4% |
 |
SAMSUNG SDI CO LTD | -4.7% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.6% |
|
NIO INC. SPONSORED ADR CLASS A | -2.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.0% |