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   
OVERLAP
20%

OVERLAP
BY WEIGHT
7

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
25%
ALSO IN VCLN
VCLN
48
HOLDINGS
16%
ALSO IN TAN
SECTOR DRIFT (TAN 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 TAN
Weight
in VCLN
Overlap
FIRST SOLAR INC 10.0% 6.1% 6.1%
ENPHASE ENERGY INC 6.7% 4.8% 4.8%
CLEARWAY ENERGY, INC. CLASS C 3.7% 3.3% 3.3%
NEXTRACKER, INC. CLASS A 8.8% 3.3% 3.3%
SOLARIA ENERGIA Y MEDIO AMBI 3.4% 1.0% 1.0%
TAN Overweight Relative to VCLN
GCL POLY ENERGY HOLDINGS LTD 7.6%
NEXTRACKER, INC. CLASS A 5.5%
XINYI SOLAR HOLDINGS LTD 5.2%
SUNRUN INC. 4.8%
ENLIGHT RENEWABLE ENERGY LTD 4.6%
HANNON ARMSTRONG SUSTAINABLE 4.1%
FIRST SOLAR INC 3.9%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.6%
SOLAREDGE TECHNOLOGIES, INC. 3.5%
JINKOSOLAR HOLDING CO-ADR 3.0%
TAN 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%
CHUBU ELECTRIC POWER CO INC -3.2%
RED ELECTRICA CORP. SA -2.7%
NEXTERA ENERGY GROUP -2.6%
INFINEON TECHNOLOGIES AG -2.4%
CENTRAIS ELETRICAS BRASILIER -2.3%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY