Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
59.5%
% of RNRG's 42 holdings also in FRNW
50.0%
% of FRNW's 65 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus FRNW)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 6.0% | 4.0% | 4.0% |
 |
MERIDIAN ENERGY LTD | 6.3% | 2.9% | 2.9% |
 |
NORTHLAND POWER INC | 3.2% | 2.7% | 2.7% |
 |
VERBUND AG | 5.6% | 2.4% | 2.4% |
 |
ORMAT TECHNOLOGIES INC | 3.2% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to FRNW
 |
CENTRAIS ELETRICAS BRASILIER | 5.4% |
 |
RUSHYDRO JSC | 5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
ENGIE BRASIL ENERGIA S.A. | 4.5% |
|
MIGHTY RIVER POWER | 4.4% |
|
MERIDIAN ENERGY LTD | 3.4% |
|
CONTACT ENERGY LTD | 3.3% |
|
VERBUND AG | 3.2% |
 |
EDP RENOVAVEIS SA | 2.7% |
 |
ENERGY ABSOLUTE PCL-NVDR | 2.6% |
RNRG Underweight Relative to FRNW
|
ENPHASE ENERGY INC | -5.0% |
|
VESTAS WIND SYSTEMS A/S | -4.8% |
|
FIRST SOLAR INC | -4.2% |
|
NEXTRACKER, INC. CLASS A | -2.9% |
 |
XINYI SOLAR HOLDINGS LTD | -2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.3% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -2.1% |
|
PLUG POWER INC | -2.0% |
|
ACCIONA SA | -2.0% |