Fund Overlap

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


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15

Number of overlapping holdings

30.0%

% of FRNW's 50 holdings also in VCLN

38.5%

% of VCLN's 39 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
ENPHASE ENERGY INC 4.7% 8.7% 4.7%
VESTAS WIND SYSTEMS A/S 4.5% 4.0% 4.0%
FIRST SOLAR INC 3.9% 5.8% 3.9%
DONG ENERGY A/S 4.0% 3.1% 3.1%
NEXTRACKER, INC. CLASS A 3.0% 3.3% 3.0%

Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to VCLN
MERIDIAN ENERGY LTD 3.0%
NORTHLAND POWER INC 2.8%
ORMAT TECHNOLOGIES INC 2.5%
VERBUND AG 2.4%
BROOKFIELD RENEWABLE CORPORATION CLA 2.4%
ENLIGHT RENEWABLE ENERGY LTD 2.1%
CHINA LONGYUAN POWER GROUP-H 2.1%
DRAX GROUP PLC 2.1%
XINYI SOLAR HOLDINGS LTD 2.1%
ACCIONA SA 2.0%
FRNW Underweight Relative to VCLN
ENPHASE ENERGY INC -4.0%
NEXANS SA -3.8%
PRYSMIAN SPA -3.6%
EDP-ENERGIAS DE PORTUGAL SA -3.3%
HUBBELL INCORPORATED CLASS B -3.2%
XYLEM INC -3.1%
FORTUM OYJ -3.0%
TE CONNECTIVITY -2.9%
NEXTERA ENERGY GROUP -2.8%
ENLINK MIDSTREAM LLC -2.8%
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