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
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
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 | 6.1% | 4.6% | 4.6% |
 |
FIRST SOLAR INC | 5.1% | 4.0% | 4.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% | 3.3% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 2.0% | 2.0% |
|
DONG ENERGY A/S | 2.3% | 1.9% | 1.9% |
FRNW Overweight Relative to SMOG
|
GE VERONA | 8.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.6% |
|
SUNRUN INC. | 3.4% |
 |
E.ON AG | 3.2% |
|
NORDEX AG | 3.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% |
|
ITRON INC | 3.1% |
FRNW Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.3% |
|
TESLA MOTORS INC | -8.2% |
 |
IBERDROLA SA | -7.0% |
 |
ENEL SPA | -6.5% |
 |
BYD CO LTD-H | -5.1% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.5% |
 |
SAMSUNG SDI CO LTD | -2.5% |
|
NIO INC. SPONSORED ADR CLASS A | -2.4% |