Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
52.5%
% of RNRG's 40 holdings also in FRNW
42.0%
% of FRNW's 66 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 | 6.5% | 3.4% | 3.4% | |
VERBUND AG | 6.2% | 2.9% | 2.9% | |
SUNRUN INC. | 2.6% | 2.7% | 2.6% | |
ORMAT TECHNOLOGIES INC | 3.8% | 2.5% | 2.5% | |
MERIDIAN ENERGY LTD | 5.6% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to FRNW
CENTRAIS ELETRICAS BRASILIER | 5.8% | |
BARITO RENEWABLE | 5.2% | |
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% | |
RUSHYDRO JSC | 4.0% | |
ENGIE BRASIL ENERGIA S.A. | 4.0% | |
VERBUND AG | 3.3% | |
CONTACT ENERGY LTD | 3.2% | |
DONG ENERGY A/S | 3.1% | |
EDP RENOVAVEIS SA | 3.1% | |
MERIDIAN ENERGY LTD | 3.1% |
RNRG Underweight Relative to FRNW
GE VERONA | -5.2% | |
VESTAS WIND SYSTEMS A/S | -4.0% | |
FIRST SOLAR INC | -4.0% | |
ENPHASE ENERGY INC | -3.6% | |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% | |
NEXTRACKER, INC. CLASS A | -2.5% | |
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% | |
ACCIONA SA | -2.2% | |
BLOOM ENERGY CORPORATION CLASS A | -2.1% | |
ENCAVIS AG-TEND | -2.0% |