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   

23

Number of overlapping holdings

54.8%

% of RNRG's 42 holdings also in FRNW

46.0%

% of FRNW's 65 holdings also in RNRG

Overlap by Weight
Sector Drift (RNRG 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 RNRG
Weight
in FRNW
Overlap
DONG ENERGY A/S 5.8% 3.0% 3.0%
VERBUND AG 5.7% 2.8% 2.8%
NEOEN S.A. 4.9% 2.7% 2.7%
MERIDIAN ENERGY LTD 6.9% 2.5% 2.5%
CHINA LONGYUAN POWER GROUP-H 2.4% 2.6% 2.4%

Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to FRNW
BROOKFIELD RENEWABLE PARTNERS LP 5.3%
RUSHYDRO JSC 4.7%
CENTRAIS ELETRICAS BRASILIER 4.6%
MIGHTY RIVER POWER 4.6%
MERIDIAN ENERGY LTD 4.5%
ENGIE BRASIL ENERGIA S.A. 4.2%
CONTACT ENERGY LTD 3.1%
VERBUND AG 2.9%
DONG ENERGY A/S 2.8%
EDP RENOVAVEIS SA 2.7%
RNRG Underweight Relative to FRNW
FIRST SOLAR INC -6.3%
VESTAS WIND SYSTEMS A/S -3.8%
ENPHASE ENERGY INC -3.5%
BLOOM ENERGY CORPORATION CLASS A -2.8%
NEXTRACKER, INC. CLASS A -2.8%
BROOKFIELD RENEWABLE CORPORATION CLA -2.6%
ITRON INC -2.6%
ENCAVIS AG -2.4%
ACCIONA SA -2.2%
CHINA EVERBRIGHT INTL LTD -1.9%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY