Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
48.0%
% of FRNW's 65 holdings also in TAN
63.2%
% of TAN's 38 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus TAN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.0% | 9.4% | 5.0% |
|
FIRST SOLAR INC | 4.2% | 12.4% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 8.0% | 2.9% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% | 4.7% | 2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% | 5.0% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to TAN
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
DONG ENERGY A/S | 4.0% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
VERBUND AG | 2.4% |
|
ORMAT TECHNOLOGIES INC | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
 |
EDP RENOVAVEIS SA | 2.2% |
|
CHINA LONGYUAN POWER GROUP-H | 2.1% |
FRNW Underweight Relative to TAN
|
FIRST SOLAR INC | -8.3% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
NEXTRACKER, INC. CLASS A | -5.1% |
|
GCL POLY ENERGY HOLDINGS LTD | -4.8% |
|
ENPHASE ENERGY INC | -4.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.7% |
 |
HANWHA CHEMICAL CORP | -2.5% |
|
XINYI SOLAR HOLDINGS LTD | -2.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.2% |
 |
ENCAVIS AG | -2.0% |