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
12
Number of overlapping holdings
24.5%
% of FRNW's 61 holdings also in RNEW
30.8%
% of RNEW's 43 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNEW)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.3% | 5.0% | 4.3% |
|
ENPHASE ENERGY INC | 3.6% | 4.7% | 3.6% |
|
ITRON INC | 2.6% | 2.5% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.4% | 2.9% | 2.4% |
|
ORMAT TECHNOLOGIES INC | 2.3% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNEW
|
GE VERONA | 4.6% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
|
DONG ENERGY A/S | 3.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
 |
VERBUND AG | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.4% |
 |
NEOEN S.A. | 2.3% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.3% |
FRNW Underweight Relative to RNEW
|
CHENIERE ENERGY INC | -5.4% |
|
REPUBLIC SERVICES INC | -5.1% |
|
RIVIAN AUTOMOTIVE INC-A | -5.0% |
|
CHENIERE ENERGY PARTNERS LP | -5.0% |
|
WASTE MANAGEMENT INC | -5.0% |
|
TESLA MOTORS INC | -4.9% |
|
LUCID GROUP, INC. | -4.8% |
|
QUANTA SERVICES INC | -4.8% |
|
CLEAN HARBORS INC | -4.8% |
|
ECOLAB INC | -4.8% |