Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
24%
ALSO IN VCLN
VCLN
48
HOLDINGS
23%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.8% | 3.3% | 3.3% |
|
FIRST SOLAR INC | 2.7% | 9.0% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 5.6% | 2.5% |
|
NEXTERA ENERGY GROUP | 2.2% | 2.5% | 2.2% |
|
ENPHASE ENERGY INC | 1.9% | 3.1% | 1.9% |
CNRG Overweight Relative to VCLN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 4.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 4.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
|
GENERAC HOLDINGS INC | 3.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.2% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.1% |
|
AMERESCO INC-CL A | 3.0% |
|
JINKOSOLAR HOLDING CO-ADR | 3.0% |
 |
TRANSALTA CORP | 2.8% |
CNRG Underweight Relative to VCLN
 |
IBERDROLA SA | -8.6% |
 |
SSE PLC | -7.6% |
 |
VESTAS WIND SYSTEMS A/S | -6.8% |
|
FIRST SOLAR INC | -6.3% |
|
MP MATERIALS CORP CLASS A | -4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.7% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -4.3% |
 |
CHUBU ELECTRIC POWER CO INC | -4.1% |
 |
FORTUM OYJ | -4.1% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.4% |