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
9
Number of overlapping holdings
33.3%
% of WNDY's 27 holdings also in RNRG
21.4%
% of RNRG's 42 holdings also in WNDY
Overlap by Weight
Sector Drift (WNDY minus RNRG)
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 WNDY |
Weight in RNRG |
Overlap | |
---|---|---|---|---|
DONG ENERGY A/S | 16.3% | 6.0% | 6.0% | |
NORTHLAND POWER INC | 10.3% | 3.2% | 3.2% | |
CHINA LONGYUAN POWER GROUP-H | 4.2% | 2.0% | 2.0% | |
TERNA ENERGY SA | 3.0% | 1.9% | 1.9% | |
BORALEX INC -CL 'A' | 4.3% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
WNDY Overweight Relative to RNRG
VESTAS WIND SYSTEMS A/S | 13.1% | |
DONG ENERGY A/S | 10.3% | |
NORTHLAND POWER INC | 7.1% | |
MING YANG SMART ENERGY GROUP LIMITED | 5.4% | |
CECEP WIND-POWER CORP CLASS A | 4.7% | |
NORDEX AG | 4.5% | |
TITAN WIND ENERGY (SUZHOU) CO., LTD. | 3.6% | |
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | 3.6% | |
CORPORACION ACCIONA ENERGIAS RENOVAB | 3.4% | |
SHANGHAI TAISHENG WIND POWER EQUIPME | 3.1% |
WNDY Underweight Relative to RNRG
MERIDIAN ENERGY LTD | -6.3% | |
VERBUND AG | -5.6% | |
CENTRAIS ELETRICAS BRASILIER | -5.4% | |
RUSHYDRO JSC | -5.4% | |
EDP RENOVAVEIS SA | -4.9% | |
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% | |
ENGIE BRASIL ENERGIA S.A. | -4.5% | |
MIGHTY RIVER POWER | -4.4% | |
NEOEN S.A. | -4.1% | |
CONTACT ENERGY LTD | -3.3% |