Fund Overlap

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


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OVERLAP
33%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
38%
ALSO IN TAN
TAN
28
HOLDINGS
64%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus TAN)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in TAN
Overlap
FIRST SOLAR INC 4.0% 10.3% 4.0%
NEXTRACKER, INC. CLASS A 3.8% 10.5% 3.8%
ENLIGHT RENEWABLE ENERGY LTD 3.3% 4.0% 3.3%
CLEARWAY ENERGY, INC. CLASS C 2.2% 3.2% 2.2%
SUNRUN INC. 1.9% 6.8% 1.9%
FRNW Overweight Relative to TAN
GE VERONA 4.9%
BLOOM ENERGY CORPORATION CLASS A 4.9%
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.5%
ORSTED 3.3%
NORDEX AG 2.6%
ACCIONA SA 2.6%
ORMAT TECHNOLOGIES INC 2.4%
VERBUND AG 2.4%
NORTHLAND POWER INC 2.1%
FRNW Underweight Relative to TAN
NEXTRACKER, INC. CLASS A -6.7%
FIRST SOLAR INC -6.3%
GCL POLY ENERGY HOLDINGS LTD -6.0%
ENPHASE ENERGY INC -5.0%
SUNRUN INC. -5.0%
HANNON ARMSTRONG SUSTAINABLE -4.0%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.3%
SOLAREDGE TECHNOLOGIES, INC. -3.2%
XINYI SOLAR HOLDINGS LTD -3.2%
ARRAY TECHNOLOGIES INC -2.3%
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