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

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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in RAYS |
Weight in FRNW |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 7.2% | 3.5% | 3.5% | |
NEXTRACKER, INC. CLASS A | 8.3% | 3.4% | 3.4% | |
ENPHASE ENERGY INC | 6.7% | 3.2% | 3.2% | |
XINYI SOLAR HOLDINGS LTD | 2.1% | 2.2% | 2.1% | |
SUNRUN INC. | 1.3% | 1.5% | 1.3% |
RAYS Overweight Relative to FRNW
SUNGROW POWER SUPPLY CO., LTD. CLASS | 8.5% | |
XI'AN LONGI SILICON MATERIALS CO., L | 8.1% | |
NEXTRACKER, INC. CLASS A | 4.9% | |
ZHEJIANG CHINT ELECTRICS-A | 4.2% | |
TIANJIN ZHONGHUAN SEMICOND-A | 4.0% | |
FIRST SOLAR INC | 3.7% | |
ENPHASE ENERGY INC | 3.4% | |
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 3.2% | |
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.2% | |
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 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% |