Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
48.0%
% of WNDY's 25 holdings also in FRNW
24.0%
% of FRNW's 66 holdings also in WNDY
Overlap by Weight
Sector Drift (WNDY minus FRNW)
Overlapping Holdings
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| Company | Weight in WNDY |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 11.6% | 4.0% | 4.0% |
|
DONG ENERGY A/S | 11.4% | 3.4% | 3.4% |
 |
NORTHLAND POWER INC | 9.4% | 2.4% | 2.4% |
 |
CHINA LONGYUAN POWER GROUP-H | 4.7% | 2.2% | 2.2% |
 |
NORDEX AG | 4.5% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
WNDY Overweight Relative to FRNW
|
MING YANG SMART ENERGY GROUP LIMITED | 8.0% |
|
DONG ENERGY A/S | 8.0% |
|
VESTAS WIND SYSTEMS A/S | 7.7% |
|
NORTHLAND POWER INC | 7.0% |
|
CECEP WIND-POWER CORP CLASS A | 4.5% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | 3.6% |
 |
CENTURY IRON & STEEL INDUSTRIAL CO., | 3.5% |
 |
TERNA ENERGY SA | 3.4% |
|
TITAN WIND ENERGY (SUZHOU) CO., LTD. | 3.0% |
|
NORDEX AG | 2.6% |
WNDY Underweight Relative to FRNW
 |
GE VERONA | -5.2% |
|
FIRST SOLAR INC | -4.0% |
|
ENPHASE ENERGY INC | -3.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
 |
VERBUND AG | -2.9% |
|
SUNRUN INC. | -2.7% |
|
ORMAT TECHNOLOGIES INC | -2.5% |
 |
MERIDIAN ENERGY LTD | -2.5% |
 |
EDP RENOVAVEIS SA | -2.5% |
|
NEXTRACKER, INC. CLASS A | -2.5% |