Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
50%
ALSO IN ERTH
ERTH
116
HOLDINGS
21%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.0% | 4.2% | 4.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 3.6% | 3.6% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 2.0% | 2.0% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 1.0% | 1.0% |
|
ENPHASE ENERGY INC | 1.8% | 0.9% | 0.9% |
FRNW Overweight Relative to ERTH
|
GE VERONA | 4.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.5% |
|
ORSTED | 3.3% |
 |
ACCIONA SA | 2.6% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.6% |
 |
VERBUND AG | 2.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.2% |
 |
NORTHLAND POWER INC | 2.1% |
 |
NORDEX AG | 2.0% |
FRNW Underweight Relative to ERTH
|
TESLA MOTORS INC | -5.8% |
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
 |
BYD CO LTD-H | -4.4% |
|
LI AUTO, INC. CLASS A | -2.9% |
|
XPENG, INC. CLASS A | -2.6% |
|
NIO INC-CLASS A | -2.5% |
 |
LG ENERGY SOLUTION LTD. | -2.4% |
 |
KINGSPAN GROUP PLC | -2.4% |
 |
CAPITAMALL TRUST | -1.9% |