Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
40.0%
% of FAN's 60 holdings also in FRNW
40.0%
% of FRNW's 66 holdings also in FAN
Overlap by Weight
Sector Drift (FAN minus FRNW)
Overlapping Holdings
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| Company | Weight in FAN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.2% | 4.0% | 4.0% |
 |
GE VERONA | 3.6% | 5.2% | 3.6% |
|
DONG ENERGY A/S | 7.5% | 3.4% | 3.4% |
 |
EDP RENOVAVEIS SA | 5.5% | 2.5% | 2.5% |
 |
NORTHLAND POWER INC | 5.4% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
FAN Overweight Relative to FRNW
|
DONG ENERGY A/S | 4.1% |
 |
SIEMENS ENERGY AG | 3.9% |
|
NORTHLAND POWER INC | 3.0% |
|
EDP RENOVAVEIS SA | 3.0% |
 |
TORAY INDUSTRIES INC | 2.8% |
|
OWENS CORNING | 2.5% |
|
ARCOSA INC | 2.3% |
|
HITACHI LTD | 2.3% |
 |
SKF AB CLASS B | 2.3% |
|
ALLIANT ENERGY CORP | 2.3% |
FAN Underweight Relative to FRNW
|
FIRST SOLAR INC | -4.0% |
|
ENPHASE ENERGY INC | -3.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
 |
VERBUND AG | -2.9% |
|
SUNRUN INC. | -2.7% |
|
ORMAT TECHNOLOGIES INC | -2.5% |
 |
MERIDIAN ENERGY LTD | -2.5% |
|
NEXTRACKER, INC. CLASS A | -2.5% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.1% |