Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
51.3%
% of RNRG's 39 holdings also in FRNW
40.0%
% of FRNW's 66 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 | 5.9% | 3.4% | 3.4% |
 |
VERBUND AG | 6.2% | 2.9% | 2.9% |
 |
ORMAT TECHNOLOGIES INC | 3.9% | 2.5% | 2.5% |
 |
MERIDIAN ENERGY LTD | 5.8% | 2.5% | 2.5% |
 |
EDP RENOVAVEIS SA | 4.7% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to FRNW
 |
BARITO RENEWABLE | 7.1% |
 |
CENTRAIS ELETRICAS BRASILIER | 6.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.0% |
|
ENGIE BRASIL ENERGIA S.A. | 3.9% |
 |
RUSHYDRO JSC | 3.8% |
|
CONTACT ENERGY LTD | 3.6% |
|
VERBUND AG | 3.4% |
|
MERIDIAN ENERGY LTD | 3.3% |
 |
NEOEN S.A. | 2.8% |
 |
DRAX GROUP PLC | 2.8% |
RNRG Underweight Relative to FRNW
|
GE VERONA | -5.2% |
|
VESTAS WIND SYSTEMS A/S | -4.0% |
|
FIRST SOLAR INC | -4.0% |
|
ENPHASE ENERGY INC | -3.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
NEXTRACKER, INC. CLASS A | -2.5% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% |
|
ACCIONA SA | -2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.1% |
 |
ENCAVIS AG-TEND | -2.0% |