Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
45.8%
% of FRNW's 52 holdings also in SMOG
38.6%
% of SMOG's 63 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus SMOG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.9% | 3.9% |
 |
FIRST SOLAR INC | 3.5% | 2.9% | 2.9% |
|
DONG ENERGY A/S | 3.4% | 2.5% | 2.5% |
|
ENPHASE ENERGY INC | 3.2% | 1.8% | 1.8% |
 |
MERIDIAN ENERGY LTD | 2.5% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to SMOG
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ITRON INC | 2.7% |
 |
VINCI SA | 2.6% |
 |
E.ON AG | 2.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.4% |
 |
VERBUND AG | 2.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.1% |
|
NORDEX AG | 2.1% |
FRNW Underweight Relative to SMOG
|
TESLA MOTORS INC | -8.6% |
|
NEXTERA ENERGY GROUP | -7.8% |
 |
IBERDROLA SA | -7.6% |
 |
ENEL SPA | -7.0% |
 |
BYD CO LTD-H | -6.9% |
|
XPENG, INC. ADR SPONSORED CLASS A | -4.0% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.5% |
 |
KINGSPAN GROUP PLC | -2.9% |
|
OWENS CORNING | -2.8% |
|
RIVIAN AUTOMOTIVE INC-A | -2.8% |