Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
12.5%
% of FRNW's 52 holdings also in ETEC
16.7%
% of ETEC's 50 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ETEC)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.5% | 4.0% | 3.5% |
|
ENPHASE ENERGY INC | 3.2% | 3.9% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.0% | 3.0% |
 |
XINYI SOLAR HOLDINGS LTD | 2.2% | 1.9% | 1.9% |
 |
NORDEX AG | 2.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ETEC
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to ETEC
 |
KURITA WATER INDUSTRIES LTD | -6.6% |
|
BORGWARNER INC | -6.2% |
|
UNIVERSAL DISPLAY CORP | -5.2% |
|
YASKAWA ELECTRIC CORP | -4.7% |
 |
KEMIRA OYJ | -4.4% |
|
SIEMENS ENERGY AG | -3.9% |
|
ALLEGRO MICROSYSTEMS, INC. | -3.8% |
|
NGK INSULATORS LTD | -3.2% |
|
TESLA MOTORS INC | -3.1% |
|
XYLEM INC | -3.1% |