Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
41%
ALSO IN SMOG
SMOG
64
HOLDINGS
36%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SMOG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in FRNW |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 4.8% | 6.6% | 4.8% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% | 5.7% | 4.7% |
|
FIRST SOLAR INC | 3.9% | 3.0% | 3.0% |
|
ORSTED | 3.0% | 1.9% | 1.9% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 1.6% | 1.6% |
FRNW Overweight Relative to SMOG
|
GE VERONA | 5.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.1% |
 |
BROOKFIELD RENEWABLE CORP | 2.1% |
|
ITRON INC | 2.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.9% |
 |
SMA SOLAR TECHNOLOGY AG | 1.9% |
 |
ACCIONA SA | 1.9% |
|
BORALEX INC -CL 'A' | 1.9% |
|
NEXTRACKER, INC. CLASS A | 1.8% |
FRNW Underweight Relative to SMOG
|
IBERDROLA SA | -8.3% |
|
TESLA MOTORS INC | -7.6% |
|
NEXTERA ENERGY GROUP | -7.0% |
 |
ENEL SPA | -6.3% |
 |
BYD CO LTD-H | -5.6% |
 |
SAMSUNG SDI CO LTD | -5.0% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.7% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.5% |
 |
AXIA ENERGIA | -2.3% |