Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
24.0%
% of FRNW's 65 holdings also in VCLN
29.3%
% of VCLN's 45 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus VCLN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.3% | 9.4% | 6.3% |
|
ENPHASE ENERGY INC | 3.5% | 7.7% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 3.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 3.3% | 2.8% |
|
DONG ENERGY A/S | 3.0% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to VCLN
|
BLOOM ENERGY CORPORATION CLASS A | 2.8% |
 |
VERBUND AG | 2.8% |
 |
NEOEN S.A. | 2.7% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.6% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.6% |
|
ITRON INC | 2.6% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
ENCAVIS AG | 2.4% |
|
ORMAT TECHNOLOGIES INC | 2.4% |
 |
NORTHLAND POWER INC | 2.3% |
FRNW Underweight Relative to VCLN
|
ENPHASE ENERGY INC | -4.1% |
 |
IBERDROLA SA | -3.4% |
 |
FORTUM OYJ | -3.2% |
|
FIRST SOLAR INC | -3.1% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
CONSOLIDATED EDISON INC | -3.0% |
|
AES CORP | -2.5% |
 |
PRYSMIAN SPA | -2.5% |
|
ENLINK MIDSTREAM LLC | -2.4% |
 |
SSE PLC | -2.4% |