Fund Overlap

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


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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 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%
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