Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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8

Number of overlapping holdings

27.6%

% of SOLR's 33 holdings also in VCLN

18.6%

% of VCLN's 48 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
IBERDROLA SA 4.8% 6.8% 4.8%
FIRST SOLAR INC 2.6% 6.1% 2.6%
NEXTERA ENERGY GROUP 3.8% 2.6% 2.6%
INFINEON TECHNOLOGIES AG 3.9% 2.4% 2.4%
VESTAS WIND SYSTEMS A/S 2.0% 5.3% 2.0%

Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to VCLN
TRANE TECHNOLOGIES PLC 6.9%
EATON CORP PLC 5.9%
SCHNEIDER ELECTRIC SA 5.5%
ITRON INC 5.0%
LEGRAND SA 4.5%
HUBBELL INCORPORATED CLASS B 3.5%
ORMAT TECHNOLOGIES INC 2.8%
SENSATA TECHNOLOGIES HOLDING PLC 2.4%
JOHNSON MATTHEY PLC 2.3%
ON SEMICONDUCTOR CORPORATION 2.1%
SOLR Underweight Relative to VCLN
SSE PLC -6.4%
ENPHASE ENERGY INC -4.1%
FORTUM OYJ -4.0%
EDP-ENERGIAS DE PORTUGAL SA -3.6%
FIRST SOLAR INC -3.5%
CLEARWAY ENERGY, INC. CLASS C -3.3%
NEXTRACKER, INC. CLASS A -3.3%
VESTAS WIND SYSTEMS A/S -3.2%
CHUBU ELECTRIC POWER CO INC -3.2%
RED ELECTRICA CORP. SA -2.7%
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