Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
22.9%
% of FRNW's 52 holdings also in WNDY
45.8%
% of WNDY's 24 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus WNDY)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in WNDY |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 12.6% | 4.7% |
|
DONG ENERGY A/S | 3.4% | 11.1% | 3.4% |
 |
NORDEX AG | 2.7% | 7.4% | 2.7% |
 |
NORTHLAND POWER INC | 2.5% | 10.5% | 2.5% |
|
INNERGEX RENEWABLE ENERGY | 2.5% | 5.3% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to WNDY
 |
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
FIRST SOLAR INC | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ENPHASE ENERGY INC | 3.2% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
FRNW Underweight Relative to WNDY
|
NORTHLAND POWER INC | -8.0% |
|
VESTAS WIND SYSTEMS A/S | -8.0% |
|
DONG ENERGY A/S | -7.7% |
 |
MING YANG SMART ENERGY GROUP LIMITED | -5.9% |
|
NORDEX AG | -4.7% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -4.4% |
|
CECEP WIND-POWER CORP CLASS A | -4.3% |
|
CADELER A/S | -4.0% |
 |
CENTURY IRON & STEEL INDUSTRIAL CO., | -3.9% |
|
INNERGEX RENEWABLE ENERGY | -2.8% |