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
38.0%
% of FRNW's 66 holdings also in TAN
59.4%
% of TAN's 32 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 | 4.0% | 10.5% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 8.1% | 3.6% |
|
SUNRUN INC. | 2.7% | 4.2% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 8.1% | 2.5% |
 |
NEOEN S.A. | 2.3% | 4.0% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to TAN
|
GE VERONA | 5.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
FRNW Underweight Relative to TAN
 |
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
|
FIRST SOLAR INC | -6.6% |
|
NEXTRACKER, INC. CLASS A | -5.6% |
|
ENPHASE ENERGY INC | -4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
XINYI SOLAR HOLDINGS LTD | -3.4% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.8% |
|
JINKOSOLAR HOLDING CO-ADR | -2.5% |
 |
ENERGIX-RENEWABLE ENERGIES LTD. | -1.7% |
|
NEOEN S.A. | -1.7% |