Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
42%
ALSO IN SMOG
SMOG
65
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% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% | 3.9% | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% | 3.8% | 3.8% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 2.1% | 2.1% |
|
DONG ENERGY A/S | 2.3% | 1.7% | 1.7% |
FRNW Overweight Relative to SMOG
|
GE VERONA | 8.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.0% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.6% |
|
NEXTRACKER, INC. CLASS A | 3.6% |
|
SUNRUN INC. | 3.4% |
 |
NORDEX AG | 3.2% |
|
E.ON AG | 3.2% |
|
ITRON INC | 3.1% |
 |
VINCI SA | 2.9% |
FRNW Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.1% |
|
NEXTERA ENERGY GROUP | -7.9% |
 |
IBERDROLA SA | -6.6% |
 |
ENEL SPA | -6.2% |
 |
BYD CO LTD-H | -4.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.1% |
|
NIO INC. SPONSORED ADR CLASS A | -2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.6% |
 |
SAMSUNG SDI CO LTD | -2.5% |
|
RIVIAN AUTOMOTIVE INC-A | -2.2% |