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
24
Number of overlapping holdings
48.0%
% of FRNW's 66 holdings also in ERTH
20.0%
% of ERTH's 123 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ERTH)
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 FRNW |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.0% | 4.4% | 4.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 3.2% | 3.2% |
|
ENPHASE ENERGY INC | 3.6% | 1.9% | 1.9% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 1.2% | 1.2% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ERTH
|
GE VERONA | 5.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
|
SUNRUN INC. | 2.2% |
 |
ACCIONA SA | 2.2% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.2% |
FRNW Underweight Relative to ERTH
|
TESLA MOTORS INC | -7.3% |
|
DIGITAL REALTY TRUST INC | -5.9% |
|
NVIDIA CORP | -5.6% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.0% |
|
LI AUTO, INC. CLASS A | -3.3% |
 |
LG ENERGY SOLUTION LTD. | -2.9% |
 |
KINGSPAN GROUP PLC | -2.8% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.2% |
 |
CAPITAMALL TRUST | -2.0% |
 |
SUZANO PAPEL E CELULOSE SA | -2.0% |