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
8
Number of overlapping holdings
16.0%
% of FRNW's 66 holdings also in RNWZ
34.8%
% of RNWZ's 23 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNWZ)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in FRNW |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | 4.8% | 3.6% |
 |
DONG ENERGY A/S | 3.4% | 9.2% | 3.4% |
 |
VERBUND AG | 2.9% | 4.3% | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% | 4.5% | 2.5% |
 |
NORTHLAND POWER INC | 2.4% | 4.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNWZ
 |
GE VERONA | 5.2% |
|
VESTAS WIND SYSTEMS A/S | 4.0% |
|
FIRST SOLAR INC | 4.0% |
|
ENPHASE ENERGY INC | 3.6% |
|
SUNRUN INC. | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
 |
NEOEN S.A. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
FRNW Underweight Relative to RNWZ
 |
RWE AG | -12.4% |
 |
SSE PLC | -8.0% |
|
AMERICAN ELECTRIC POWER | -5.8% |
|
DONG ENERGY A/S | -5.8% |
|
P G & E CORP | -4.8% |
|
ALLETE INC | -4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.1% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.7% |
|
ENDESA SA | -3.2% |
 |
FORTUM OYJ | -3.1% |