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

11
Number of overlapping holdings
22.4%
% of FRNW's 61 holdings also in WNDY
44.0%
% of WNDY's 25 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus WNDY)
Overlapping Holdings
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Company | Weight in FRNW |
Weight in WNDY |
Overlap | |
---|---|---|---|---|
VESTAS WIND SYSTEMS A/S | 4.0% | 13.5% | 4.0% | |
DONG ENERGY A/S | 3.2% | 10.2% | 3.2% | |
CHINA LONGYUAN POWER GROUP-H | 2.3% | 4.5% | 2.3% | |
NORTHLAND POWER INC | 2.2% | 9.6% | 2.2% | |
BORALEX INC -CL 'A' | 1.8% | 4.0% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to WNDY
GE VERONA | 4.6% | |
FIRST SOLAR INC | 4.3% | |
ENPHASE ENERGY INC | 3.6% | |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% | |
NEXTRACKER, INC. CLASS A | 2.9% | |
VERBUND AG | 2.9% | |
ITRON INC | 2.6% | |
MERIDIAN ENERGY LTD | 2.5% | |
BLOOM ENERGY CORPORATION CLASS A | 2.4% | |
BROOKFIELD RENEWABLE CORPORATION CLA | 2.4% |
FRNW Underweight Relative to WNDY
VESTAS WIND SYSTEMS A/S | -9.4% | |
NORTHLAND POWER INC | -7.4% | |
DONG ENERGY A/S | -7.1% | |
MING YANG SMART ENERGY GROUP LIMITED | -6.6% | |
CECEP WIND-POWER CORP CLASS A | -4.7% | |
CADELER A/S | -4.3% | |
TERNA ENERGY SA | -3.8% | |
CENTURY IRON & STEEL INDUSTRIAL CO., | -3.6% | |
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -3.6% | |
NORDEX AG | -3.2% |