Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
25.0%
% of FRNW's 52 holdings also in SOLR
41.4%
% of SOLR's 33 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus SOLR)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
ITRON INC | 2.7% | 5.0% | 2.7% |
|
FIRST SOLAR INC | 3.5% | 2.6% | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 2.8% | 2.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 2.0% | 2.0% |
|
DONG ENERGY A/S | 3.4% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to SOLR
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
 |
VERBUND AG | 3.1% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
VESTAS WIND SYSTEMS A/S | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
|
ENPHASE ENERGY INC | 2.5% |
FRNW Underweight Relative to SOLR
 |
TRANE TECHNOLOGIES PLC | -6.9% |
|
EATON CORP PLC | -5.9% |
|
SCHNEIDER ELECTRIC SA | -5.5% |
 |
IBERDROLA SA | -4.8% |
|
LEGRAND SA | -4.5% |
|
HUBBELL INCORPORATED CLASS B | -4.5% |
|
INFINEON TECHNOLOGIES AG | -3.9% |
|
NEXTERA ENERGY GROUP | -3.8% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.4% |
|
ITRON INC | -2.3% |