Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
7
Number of overlapping holdings
16.3%
% of RAYS's 44 holdings also in VCLN
16.3%
% of VCLN's 48 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS minus VCLN)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RAYS |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.8% | 6.1% | 6.1% |
|
ENPHASE ENERGY INC | 9.8% | 4.8% | 4.8% |
|
NEXTRACKER, INC. CLASS A | 6.6% | 3.3% | 3.3% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS A | 7.1% | 2.1% | 2.1% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 0.9% | 1.0% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to VCLN
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 10.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 5.0% |
|
ENPHASE ENERGY INC | 4.9% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
 |
HANWHA CHEMICAL CORP | 3.1% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 2.9% |
|
XINYI SOLAR HOLDINGS LTD | 2.6% |
RAYS Underweight Relative to VCLN
|
IBERDROLA SA | -6.8% |
 |
SSE PLC | -6.4% |
 |
VESTAS WIND SYSTEMS A/S | -5.3% |
 |
FORTUM OYJ | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
|
RED ELECTRICA CORP. SA | -2.7% |
|
NEXTERA ENERGY GROUP | -2.6% |
 |
INFINEON TECHNOLOGIES AG | -2.4% |