Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
14.6%
% of FRNW's 52 holdings also in SDG
6.6%
% of SDG's 119 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus SDG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 4.4% | 4.4% |
 |
FIRST SOLAR INC | 3.5% | 3.2% | 3.2% |
 |
XINYI SOLAR HOLDINGS LTD | 2.2% | 3.7% | 2.2% |
|
DONG ENERGY A/S | 3.4% | 0.9% | 0.9% |
|
CHINA LONGYUAN POWER GROUP-H | 2.2% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to SDG
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ENPHASE ENERGY INC | 3.2% |
 |
VERBUND AG | 2.8% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
FRNW Underweight Relative to SDG
 |
WH GROUP LTD | -4.6% |
 |
NOVARTIS AG | -4.1% |
|
LI AUTO, INC. CLASS A | -3.9% |
 |
EAST JAPAN RAILWAY CO | -3.7% |
|
NVIDIA CORP | -3.3% |
|
NOVO NORDISK A/S-B | -3.1% |
 |
UNI-PRESIDENT ENTERPRISES CO | -2.8% |
|
CENTRAL JAPAN RAILWAY CO | -2.7% |
 |
ESSITY AB CLASS B | -2.0% |
|
CHINA MENGNIU DAIRY CO | -1.9% |