Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
30.0%
% of SOLR's 33 holdings also in VCLN
22.0%
% of VCLN's 45 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus VCLN)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.1% | 9.4% | 5.1% |
 |
IBERDROLA SA | 4.3% | 3.4% | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% | 3.4% | 3.4% |
|
NEXTERA ENERGY GROUP | 3.9% | 3.0% | 3.0% |
 |
INFINEON TECHNOLOGIES AG | 4.0% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to VCLN
 |
TRANE TECHNOLOGIES PLC | 6.6% |
|
EATON CORP PLC | 6.6% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 5.0% |
|
LEGRAND SA | 3.9% |
|
ON SEMICONDUCTOR CORPORATION | 3.3% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 3.1% |
|
HUBBELL INCORPORATED CLASS B | 3.1% |
|
ORMAT TECHNOLOGIES INC | 2.9% |
|
APTIV PLC | 2.5% |
SOLR Underweight Relative to VCLN
|
ENPHASE ENERGY INC | -6.3% |
|
FIRST SOLAR INC | -4.3% |
|
NEXTRACKER, INC. CLASS A | -3.3% |
 |
FORTUM OYJ | -3.2% |
|
CONSOLIDATED EDISON INC | -3.0% |
|
SUNRUN INC. | -2.8% |
|
AES CORP | -2.5% |
 |
PRYSMIAN SPA | -2.5% |
|
ENLINK MIDSTREAM LLC | -2.4% |
 |
SSE PLC | -2.4% |