Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
56.8%
% of RNRG's 37 holdings also in FRNW
43.8%
% of FRNW's 52 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus FRNW)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 8.2% | 3.4% | 3.4% |
 |
VERBUND AG | 6.1% | 3.1% | 3.1% |
 |
NORTHLAND POWER INC | 4.0% | 2.5% | 2.5% |
 |
MERIDIAN ENERGY LTD | 6.4% | 2.5% | 2.5% |
 |
ORMAT TECHNOLOGIES INC | 4.8% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to FRNW
 |
CENTRAIS ELETRICAS BRASILIER | 7.9% |
|
ENGIE BRASIL ENERGIA S.A. | 5.6% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
DONG ENERGY A/S | 4.8% |
|
CONTACT ENERGY LTD | 4.6% |
 |
EDP RENOVAVEIS SA | 4.2% |
|
MERIDIAN ENERGY LTD | 3.9% |
 |
BARITO RENEWABLE | 3.4% |
 |
DRAX GROUP PLC | 3.2% |
|
VERBUND AG | 3.0% |
RNRG Underweight Relative to FRNW
|
VESTAS WIND SYSTEMS A/S | -4.7% |
|
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% |
|
ITRON INC | -2.7% |
 |
NORDEX AG | -2.7% |
 |
VINCI SA | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |