Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
30%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
32%
ALSO IN CNRG
CNRG
41
HOLDINGS
37%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in CNRG
Overlap
GE VERONA 4.7% 3.3% 3.3%
NEXTRACKER, INC. CLASS A 3.2% 3.2% 3.2%
BLOOM ENERGY CORPORATION CLASS A 3.1% 4.2% 3.1%
ORMAT TECHNOLOGIES INC 2.6% 2.5% 2.5%
ENPHASE ENERGY INC 2.3% 3.5% 2.3%
FRNW Overweight Relative to CNRG
VESTAS WIND SYSTEMS A/S 4.6%
EDP-ENERGIAS DE PORTUGAL SA 3.5%
DONG ENERGY A/S 2.7%
ENLIGHT RENEWABLE ENERGY LTD 2.7%
ACCIONA SA 2.5%
VERBUND AG 2.5%
NORDEX AG 2.4%
FIRST SOLAR INC 2.4%
EDP RENOVAVEIS SA 2.3%
MERIDIAN ENERGY LTD 2.2%
FRNW Underweight Relative to CNRG
GENERAC HOLDINGS INC -3.7%
AES CORP -3.4%
CORNING INC -3.4%
NEXTERA ENERGY GROUP -3.2%
AVISTA CORP -2.9%
CENTRAIS ELEC BRAS-SP ADR CM -2.9%
APPLIED MATERIALS INC -2.8%
TENARIS SA-ADR -2.8%
ARCOSA INC -2.7%
TRANSALTA CORP -2.6%
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