Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
32%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
37%
ALSO IN TAN
TAN
42
HOLDINGS
60%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus TAN)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in TAN
Overlap
FIRST SOLAR INC 3.9% 12.1% 3.9%
NEXTRACKER, INC. CLASS A 3.4% 9.7% 3.4%
ENLIGHT RENEWABLE ENERGY LTD 3.2% 7.3% 3.2%
ENPHASE ENERGY INC 2.2% 8.2% 2.2%
CLEARWAY ENERGY, INC. CLASS C 2.1% 2.8% 2.1%
FRNW Overweight Relative to TAN
GE VERONA 5.5%
BLOOM ENERGY CORPORATION CLASS A 4.8%
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ACCIONA SA 3.0%
ORSTED 3.0%
NORDEX AG 2.6%
ORMAT TECHNOLOGIES INC 2.5%
BROOKFIELD RENEWABLE CORP 2.1%
VERBUND AG 2.1%
FRNW Underweight Relative to TAN
FIRST SOLAR INC -8.2%
NEXTRACKER, INC. CLASS A -6.3%
ENPHASE ENERGY INC -6.0%
ENLIGHT RENEWABLE ENERGY LTD -4.2%
SOLAREDGE TECHNOLOGIES, INC. -4.1%
HANNON ARMSTRONG SUSTAINABLE -4.0%
DORAL GROUP RENEWABLE ENERGY RESOURC -3.8%
GCL POLY ENERGY HOLDINGS LTD -3.1%
SUNRUN INC. -2.9%
ENERGIX-RENEWABLE ENERGIES LTD. -2.4%
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