Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
43%
ALSO IN SMOG
SMOG
64
HOLDINGS
36%
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 | 4.6% | 4.6% | 4.6% |
 |
BLOOM ENERGY CORPORATION CLASS A | 3.1% | 4.0% | 3.1% |
|
FIRST SOLAR INC | 4.4% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 3.2% | 2.4% | 2.4% |
|
DONG ENERGY A/S | 2.7% | 2.1% | 2.1% |
FRNW Overweight Relative to SMOG
|
GE VERONA | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.7% |
|
ITRON INC | 2.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.2% |
 |
VERBUND AG | 2.1% |
 |
XINJIANG GOLDWIND SCI&TEC-H | 1.9% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 1.7% |
|
PLUG POWER INC | 1.7% |
|
ARRAY TECHNOLOGIES INC | 1.7% |
FRNW Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.2% |
|
IBERDROLA SA | -7.3% |
|
TESLA MOTORS INC | -6.8% |
 |
ENEL SPA | -6.7% |
|
BYD CO LTD-H | -5.3% |
 |
SAMSUNG SDI CO LTD | -2.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.4% |
|
RIVIAN AUTOMOTIVE INC-A | -2.4% |
|
LG ENERGY SOLUTION LTD. | -2.2% |