Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
39.6%
% of FRNW's 52 holdings also in TAN
63.3%
% of TAN's 30 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus TAN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.5% | 9.9% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 9.6% | 3.4% |
|
ENPHASE ENERGY INC | 3.2% | 11.0% | 3.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.4% | 3.8% | 2.4% |
 |
XINYI SOLAR HOLDINGS LTD | 2.2% | 5.1% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to TAN
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
|
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 TAN
|
ENPHASE ENERGY INC | -7.8% |
|
FIRST SOLAR INC | -6.5% |
|
GCL POLY ENERGY HOLDINGS LTD | -6.4% |
|
NEXTRACKER, INC. CLASS A | -6.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.7% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
|
XINYI SOLAR HOLDINGS LTD | -2.9% |
|
SUNRUN INC. | -2.2% |
 |
SCATEC ASA | -2.0% |
 |
NEO SOLAR POWER CORP | -1.9% |