Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
22.0%
% of FRNW's 65 holdings also in SOLR
35.5%
% of SOLR's 33 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus SOLR)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.8% | 4.2% | 4.2% |
 |
FIRST SOLAR INC | 4.2% | 3.4% | 3.4% |
|
DONG ENERGY A/S | 4.0% | 2.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 3.0% | 2.4% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to SOLR
|
ENPHASE ENERGY INC | 3.0% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
VERBUND AG | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
 |
EDP RENOVAVEIS SA | 2.2% |
|
SUNRUN INC. | 2.2% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.1% |
FRNW Underweight Relative to SOLR
 |
EATON CORP PLC | -5.5% |
|
TRANE TECHNOLOGIES PLC | -5.4% |
 |
SCHNEIDER ELECTRIC SA | -5.2% |
|
HUBBELL INCORPORATED CLASS B | -4.9% |
|
ITRON INC | -4.7% |
|
LEGRAND SA | -4.4% |
 |
INFINEON TECHNOLOGIES AG | -4.2% |
|
ON SEMICONDUCTOR CORPORATION | -4.2% |
|
IBERDROLA SA | -4.0% |
|
NEXTERA ENERGY GROUP | -3.8% |