Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
39.5%
% of RNRG's 38 holdings also in FAN
30.6%
% of FAN's 56 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus FAN)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in FAN |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 8.1% | 7.1% | 7.1% |
 |
EDP RENOVAVEIS SA | 6.3% | 4.8% | 4.8% |
 |
NORTHLAND POWER INC | 3.6% | 5.5% | 3.6% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.8% | 4.0% | 2.8% |
|
BORALEX INC -CL 'A' | 2.2% | 3.1% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to FAN
 |
CENTRAIS ELETRICAS BRASILIER | 7.5% |
 |
VERBUND AG | 6.3% |
 |
MERIDIAN ENERGY LTD | 6.0% |
|
ENGIE BRASIL ENERGIA S.A. | 5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
 |
ORMAT TECHNOLOGIES INC | 4.6% |
|
MIGHTY RIVER POWER | 4.4% |
|
CONTACT ENERGY LTD | 4.3% |
 |
BARITO RENEWABLE | 3.7% |
 |
DRAX GROUP PLC | 2.9% |
RNRG Underweight Relative to FAN
|
VESTAS WIND SYSTEMS A/S | -6.0% |
 |
SIEMENS ENERGY AG | -5.0% |
|
NORDEX AG | -4.0% |
|
GE VERONA | -3.4% |
 |
TORAY INDUSTRIES INC | -3.0% |
 |
SKF AB CLASS B | -2.6% |
|
CADELER A/S | -2.5% |
|
ALLIANT ENERGY CORP | -2.4% |
|
IBERDROLA SA | -2.4% |
 |
GDF SUEZ | -2.3% |