Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
5.8%
% of GCLN's 195 holdings also in SDG
9.3%
% of SDG's 126 holdings also in GCLN
Overlap by Weight
Sector Drift (GCLN minus SDG)
Overlapping Holdings
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| Company | Weight in GCLN |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 1.4% | 3.8% | 1.4% |
 |
VESTAS WIND SYSTEMS A/S | 1.0% | 4.1% | 1.0% |
|
ENPHASE ENERGY INC | 0.7% | 4.3% | 0.7% |
|
DONG ENERGY A/S | 0.5% | 0.6% | 0.5% |
 |
CHINA LONGYUAN POWER GROUP-H | 0.2% | 0.4% | 0.2% |
Position Highlights (Non-Overlapping Exposures)
GCLN Overweight Relative to SDG
|
TESLA MOTORS INC | 6.4% |
 |
IBERDROLA SA | 5.0% |
|
NEXTERA ENERGY GROUP | 4.8% |
 |
ENEL SPA | 4.0% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 3.2% |
|
PUBLIC SERVICE ENTERPRISE GP | 3.1% |
|
BYD CO LTD-H | 2.7% |
|
GE VERONA | 2.5% |
|
DUKE ENERGY CORP | 2.4% |
|
EDISON INTERNATIONAL | 2.3% |
GCLN Underweight Relative to SDG
 |
ASTRAZENECA PLC | -4.5% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.5% |
|
XINYI SOLAR HOLDINGS LTD | -3.8% |
 |
WH GROUP LTD | -3.7% |
|
ENPHASE ENERGY INC | -3.6% |
|
NVIDIA CORP | -3.4% |
|
LI AUTO, INC. CLASS A | -3.3% |
|
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
NOVARTIS AG | -3.1% |
|
FIRST SOLAR INC | -2.5% |