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 FRNW's 66 holdings also in FAN
40.0%
% of FAN's 61 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus FAN)
Overlapping Holdings
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Company | Weight in FRNW |
Weight in FAN |
Overlap | |
---|---|---|---|---|
VESTAS WIND SYSTEMS A/S | 4.0% | 5.5% | 4.0% | |
GE VERONA | 5.2% | 3.5% | 3.5% | |
DONG ENERGY A/S | 3.4% | 8.2% | 3.4% | |
EDP RENOVAVEIS SA | 2.5% | 6.2% | 2.5% | |
NORTHLAND POWER INC | 2.4% | 5.8% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to FAN
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% |
FRNW Underweight Relative to FAN
DONG ENERGY A/S | -4.8% | |
EDP RENOVAVEIS SA | -3.7% | |
SIEMENS ENERGY AG | -3.7% | |
NORTHLAND POWER INC | -3.4% | |
OWENS CORNING | -2.5% | |
TORAY INDUSTRIES INC | -2.4% | |
ALLIANT ENERGY CORP | -2.3% | |
HITACHI LTD | -2.2% | |
CENTURY IRON & STEEL INDUSTRIAL CO., | -2.2% | |
IBERDROLA SA | -2.1% |