Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
22.0%
% of FRNW's 65 holdings also in WNDY
40.7%
% of WNDY's 27 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 | 4.8% | 13.1% | 4.8% |
|
DONG ENERGY A/S | 4.0% | 16.3% | 4.0% |
 |
NORTHLAND POWER INC | 2.7% | 10.3% | 2.7% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.1% | 4.2% | 2.1% |
 |
NORDEX AG | 2.0% | 4.5% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to WNDY
 |
ENPHASE ENERGY INC | 5.0% |
|
FIRST SOLAR INC | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.9% |
|
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
VERBUND AG | 2.4% |
|
ORMAT TECHNOLOGIES INC | 2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
FRNW Underweight Relative to WNDY
|
DONG ENERGY A/S | -12.3% |
|
VESTAS WIND SYSTEMS A/S | -8.2% |
|
NORTHLAND POWER INC | -7.6% |
|
MING YANG SMART ENERGY GROUP LIMITED | -5.4% |
|
CECEP WIND-POWER CORP CLASS A | -4.7% |
|
TITAN WIND ENERGY (SUZHOU) CO., LTD. | -3.6% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -3.6% |
|
SHANGHAI TAISHENG WIND POWER EQUIPME | -3.1% |
 |
TERNA ENERGY SA | -3.0% |
 |
CENTURY IRON & STEEL INDUSTRIAL CO., | -2.5% |