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
31.8%
% of RAYS's 53 holdings also in FRNW
28.6%
% of FRNW's 61 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS minus FRNW)
Overlapping Holdings
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| Company | Weight in RAYS |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.3% | 4.3% | 4.3% |
|
ENPHASE ENERGY INC | 11.1% | 3.6% | 3.6% |
|
NEXTRACKER, INC. CLASS A | 5.0% | 2.9% | 2.9% |
|
SUNRUN INC. | 3.8% | 2.0% | 2.0% |
 |
XINYI SOLAR HOLDINGS LTD | 2.6% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to FRNW
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 8.6% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 8.0% |
|
ENPHASE ENERGY INC | 7.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 7.4% |
|
FIRST SOLAR INC | 4.9% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 3.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.5% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.9% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.6% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | 2.5% |
RAYS Underweight Relative to FRNW
|
GE VERONA | -4.6% |
 |
VESTAS WIND SYSTEMS A/S | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
|
DONG ENERGY A/S | -3.2% |
 |
VERBUND AG | -2.9% |
|
ITRON INC | -2.6% |
 |
MERIDIAN ENERGY LTD | -2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.4% |
 |
NEOEN S.A. | -2.3% |