Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
20.0%
% of FRNW's 66 holdings also in SDG
8.2%
% of SDG's 130 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 | 4.0% | 3.4% | 3.4% |
|
DONG ENERGY A/S | 3.4% | 1.2% | 1.2% |
 |
FIRST SOLAR INC | 4.0% | 1.1% | 1.1% |
|
ENPHASE ENERGY INC | 3.6% | 0.8% | 0.8% |
 |
VERBUND AG | 2.9% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to SDG
|
GE VERONA | 5.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
FIRST SOLAR INC | 2.8% |
|
ENPHASE ENERGY INC | 2.8% |
|
SUNRUN INC. | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
|
VERBUND AG | 2.4% |
 |
NEOEN S.A. | 2.3% |
FRNW Underweight Relative to SDG
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.8% |
 |
ASTRAZENECA PLC | -4.6% |
 |
WH GROUP LTD | -4.2% |
 |
LI AUTO, INC. CLASS A | -3.4% |
 |
NOVARTIS AG | -3.3% |
|
EAST JAPAN RAILWAY CO | -3.3% |
 |
ESSITY AB CLASS B | -2.8% |
|
DIGITAL REALTY TRUST INC | -2.8% |
|
NOVO NORDISK A/S-B | -2.7% |
 |
UMICORE | -2.5% |