Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
40%
ALSO IN SMOG
SMOG
63
HOLDINGS
35%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 4.8% | 4.3% |
 |
BLOOM ENERGY CORPORATION CLASS A | 3.9% | 4.9% | 3.9% |
|
FIRST SOLAR INC | 4.0% | 2.8% | 2.8% |
|
ORSTED | 3.3% | 2.0% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 1.6% | 1.6% |
FRNW Overweight Relative to SMOG
|
GE VERONA | 4.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.3% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.3% |
 |
VERBUND AG | 2.7% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.4% |
 |
E.ON AG | 2.3% |
 |
BROOKFIELD RENEWABLE CORP | 2.3% |
 |
VINCI SA | 2.1% |
|
NEXTRACKER, INC. CLASS A | 2.0% |
|
CADELER A/S | 1.9% |
FRNW Underweight Relative to SMOG
 |
IBERDROLA SA | -9.7% |
|
TESLA MOTORS INC | -9.5% |
|
NEXTERA ENERGY GROUP | -7.7% |
 |
ENEL SPA | -7.1% |
 |
BYD CO LTD-H | -5.0% |
 |
SAMSUNG SDI CO LTD | -4.5% |
 |
AXIA ENERGIA | -3.2% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.6% |
|
LG ENERGY SOLUTION LTD. | -1.8% |