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
12.2%
% of FRNW's 61 holdings also in ETEC
14.6%
% 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 | 4.3% | 3.6% | 3.6% |
|
ENPHASE ENERGY INC | 3.6% | 3.4% | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 2.9% | 2.9% |
 |
XINYI SOLAR HOLDINGS LTD | 1.8% | 1.9% | 1.8% |
 |
NORDEX AG | 1.8% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ETEC
|
GE VERONA | 4.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
|
DONG ENERGY A/S | 3.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
VERBUND AG | 2.9% |
|
ITRON INC | 2.6% |
 |
MERIDIAN ENERGY LTD | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.4% |
 |
NEOEN S.A. | 2.3% |
FRNW Underweight Relative to ETEC
 |
YASKAWA ELECTRIC CORP | -6.2% |
|
KURITA WATER INDUSTRIES LTD | -6.0% |
|
UNIVERSAL DISPLAY CORP | -5.6% |
|
BORGWARNER INC | -5.4% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.1% |
 |
KEMIRA OYJ | -4.8% |
|
GCL POLY ENERGY HOLDINGS LTD | -3.0% |
|
SIEMENS ENERGY AG | -3.0% |
|
XYLEM INC | -2.9% |
|
GS YUASA CORP | -2.8% |