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
28.0%
% of FRNW's 66 holdings also in VCLN
33.3%
% of VCLN's 45 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.0% | 8.5% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 8.6% | 3.6% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 3.2% | 3.2% |
|
DONG ENERGY A/S | 3.4% | 2.9% | 2.9% |
|
SUNRUN INC. | 2.7% | 4.0% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to VCLN
|
GE VERONA | 4.3% |
 |
VERBUND AG | 2.9% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
 |
NEOEN S.A. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
 |
ACCIONA SA | 2.2% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% |
FRNW Underweight Relative to VCLN
|
ENPHASE ENERGY INC | -4.9% |
|
IBERDROLA SA | -4.9% |
|
CONSOLIDATED EDISON INC | -4.9% |
|
FIRST SOLAR INC | -4.5% |
|
NEXTERA ENERGY GROUP | -3.2% |
 |
FORTUM OYJ | -3.1% |
 |
SSE PLC | -2.6% |
 |
TE CONNECTIVITY | -2.4% |
|
RED ELECTRICA CORP. SA | -2.4% |
|
AES CORP | -2.4% |