Fund Overlap

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


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OVERLAP
34%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
38%
ALSO IN TAN
TAN
28
HOLDINGS
64%
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 3.5% 10.0% 3.5%
NEXTRACKER, INC. CLASS A 3.4% 8.7% 3.4%
ENPHASE ENERGY INC 3.2% 6.7% 3.2%
CLEARWAY ENERGY, INC. CLASS C 2.4% 3.4% 2.4%
XINYI SOLAR HOLDINGS LTD 2.2% 5.2% 2.2%
FRNW Overweight Relative to TAN
VESTAS WIND SYSTEMS A/S 4.7%
GE VERONA 4.2%
EDP-ENERGIAS DE PORTUGAL SA 3.7%
DONG ENERGY A/S 3.4%
VERBUND AG 3.1%
ITRON INC 2.7%
NORDEX AG 2.7%
VINCI SA 2.6%
BLOOM ENERGY CORPORATION CLASS A 2.6%
NEOEN S.A. 2.5%
FRNW Underweight Relative to TAN
GCL POLY ENERGY HOLDINGS LTD -7.8%
FIRST SOLAR INC -6.5%
NEXTRACKER, INC. CLASS A -5.4%
SUNRUN INC. -4.4%
HANNON ARMSTRONG SUSTAINABLE -4.1%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.6%
ENPHASE ENERGY INC -3.5%
XINYI SOLAR HOLDINGS LTD -3.0%
ENLIGHT RENEWABLE ENERGY LTD -2.5%
GRENERGY RENOVABLES S.A -2.4%
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