Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
29.2%
% of FRNW's 52 holdings also in VCLN
32.6%
% of VCLN's 48 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus VCLN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 5.3% | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% | 3.6% | 3.6% |
 |
FIRST SOLAR INC | 3.5% | 6.1% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 3.3% | 3.3% |
|
ENPHASE ENERGY INC | 3.2% | 4.8% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to VCLN
|
GE VERONA | 3.3% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
NORTHLAND POWER INC | 2.5% |
 |
ACCIONA SA | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
FRNW Underweight Relative to VCLN
|
IBERDROLA SA | -6.8% |
 |
SSE PLC | -6.4% |
 |
FORTUM OYJ | -4.0% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
|
RED ELECTRICA CORP. SA | -2.7% |
|
FIRST SOLAR INC | -2.6% |
|
NEXTERA ENERGY GROUP | -2.6% |
|
INFINEON TECHNOLOGIES AG | -2.4% |
 |
CENTRAIS ELETRICAS BRASILIER | -2.3% |
|
SOUTHERN CO | -2.2% |