Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
43.8%
% of FRNW's 52 holdings also in RNRG
56.8%
% of RNRG's 37 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNRG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 3.4% | 7.8% | 3.4% |
 |
VERBUND AG | 3.1% | 6.3% | 3.1% |
 |
NORTHLAND POWER INC | 2.5% | 3.8% | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% | 6.6% | 2.5% |
 |
ORMAT TECHNOLOGIES INC | 2.5% | 4.8% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNRG
|
VESTAS WIND SYSTEMS A/S | 4.7% |
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
FIRST SOLAR INC | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ENPHASE ENERGY INC | 3.2% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
FRNW Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -7.8% |
|
ENGIE BRASIL ENERGIA S.A. | -5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
CONTACT ENERGY LTD | -4.7% |
|
DONG ENERGY A/S | -4.4% |
 |
EDP RENOVAVEIS SA | -4.1% |
|
MERIDIAN ENERGY LTD | -4.1% |
 |
BARITO RENEWABLE | -3.4% |
|
VERBUND AG | -3.3% |
 |
DRAX GROUP PLC | -3.1% |