Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
RAYS
50
HOLDINGS
29%
ALSO IN FRNW
FRNW
52
HOLDINGS
27%
ALSO IN RAYS
SECTOR DRIFT (RAYS minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in RAYS |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.9% | 3.5% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 7.9% | 3.4% | 3.4% |
|
ENPHASE ENERGY INC | 6.2% | 3.2% | 3.2% |
 |
XINYI SOLAR HOLDINGS LTD | 2.3% | 2.2% | 2.2% |
|
SUNRUN INC. | 1.6% | 1.5% | 1.5% |
RAYS Overweight Relative to FRNW
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 8.9% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 8.2% |
|
NEXTRACKER, INC. CLASS A | 4.5% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 4.1% |
|
ZHEJIANG CHINT ELECTRICS-A | 3.8% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.4% |
|
FIRST SOLAR INC | 3.4% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 3.2% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 3.1% |
|
ENPHASE ENERGY INC | 3.0% |
RAYS Underweight Relative to FRNW
 |
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% |