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
42.0%
% of FRNW's 66 holdings also in RNRG
52.5%
% of RNRG's 40 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% | 6.4% | 3.4% |
 |
VERBUND AG | 2.9% | 6.3% | 2.9% |
 |
ORMAT TECHNOLOGIES INC | 2.5% | 4.0% | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% | 5.7% | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% | 5.2% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNRG
|
GE VERONA | 5.2% |
|
VESTAS WIND SYSTEMS A/S | 4.0% |
|
FIRST SOLAR INC | 4.0% |
|
ENPHASE ENERGY INC | 3.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
|
ACCIONA SA | 2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% |
 |
ENCAVIS AG-TEND | 2.0% |
FRNW Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -6.0% |
 |
BARITO RENEWABLE | -5.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
 |
RUSHYDRO JSC | -4.3% |
|
ENGIE BRASIL ENERGIA S.A. | -4.0% |
|
VERBUND AG | -3.4% |
|
CONTACT ENERGY LTD | -3.3% |
|
MERIDIAN ENERGY LTD | -3.2% |
|
DONG ENERGY A/S | -3.0% |
 |
DRAX GROUP PLC | -2.7% |