Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
56.0%
% of FRNW's 65 holdings also in SMOG
41.8%
% of SMOG's 73 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus SMOG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 5.7% | 4.8% |
 |
FIRST SOLAR INC | 4.2% | 3.5% | 3.5% |
|
ENPHASE ENERGY INC | 5.0% | 3.0% | 3.0% |
|
DONG ENERGY A/S | 4.0% | 2.8% | 2.8% |
 |
MERIDIAN ENERGY LTD | 2.9% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to SMOG
|
NEXTRACKER, INC. CLASS A | 2.9% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.1% |
|
ENPHASE ENERGY INC | 2.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% |
|
SUNRUN INC. | 1.8% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | 1.8% |
 |
VERBUND AG | 1.8% |
|
ORMAT TECHNOLOGIES INC | 1.8% |
FRNW Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -9.8% |
 |
IBERDROLA SA | -7.6% |
|
TESLA MOTORS INC | -7.1% |
 |
ENEL SPA | -6.6% |
 |
BYD CO LTD-H | -5.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -4.1% |
 |
SAMSUNG SDI CO LTD | -3.6% |
|
OWENS CORNING | -2.9% |
 |
KINGSPAN GROUP PLC | -2.7% |
 |
NIBE INDUSTRIER AB CLASS B | -1.7% |