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
45.8%
% of WNDY's 24 holdings also in FRNW
22.9%
% of FRNW's 52 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 | 13.4% | 4.7% | 4.7% |
|
DONG ENERGY A/S | 11.2% | 3.4% | 3.4% |
 |
NORDEX AG | 6.4% | 2.7% | 2.7% |
 |
NORTHLAND POWER INC | 10.6% | 2.5% | 2.5% |
|
INNERGEX RENEWABLE ENERGY | 5.0% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WNDY Overweight Relative to FRNW
|
VESTAS WIND SYSTEMS A/S | 8.7% |
|
NORTHLAND POWER INC | 8.1% |
|
DONG ENERGY A/S | 7.8% |
 |
MING YANG SMART ENERGY GROUP LIMITED | 6.6% |
|
CECEP WIND-POWER CORP CLASS A | 4.4% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | 4.1% |
|
CADELER A/S | 4.0% |
|
NORDEX AG | 3.7% |
 |
CENTURY IRON & STEEL INDUSTRIAL CO., | 3.6% |
|
TITAN WIND ENERGY (SUZHOU) CO., LTD. | 2.7% |
WNDY Underweight Relative to FRNW
 |
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% |