Fund Overlap

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


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OVERLAP
29%

OVERLAP
BY WEIGHT
8

# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
27%
ALSO IN VCLN
VCLN
45
HOLDINGS
20%
ALSO IN TAN
SECTOR DRIFT (TAN minus VCLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in VCLN
Overlap
FIRST SOLAR INC 12.1% 8.2% 8.2%
NEXTRACKER, INC. CLASS A 9.7% 7.0% 7.0%
ENPHASE ENERGY INC 8.2% 5.1% 5.1%
CLEARWAY ENERGY, INC. CLASS C 2.8% 3.6% 2.8%
SOLAREDGE TECHNOLOGIES, INC. 5.9% 2.4% 2.4%
TAN Overweight Relative to VCLN
ENLIGHT RENEWABLE ENERGY LTD 7.3%
SUNRUN INC. 4.8%
HANNON ARMSTRONG SUSTAINABLE 4.0%
DORAL GROUP RENEWABLE ENERGY RESOURC 3.8%
FIRST SOLAR INC 3.8%
SOLAREDGE TECHNOLOGIES, INC. 3.5%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 3.5%
ENPHASE ENERGY INC 3.2%
GCL POLY ENERGY HOLDINGS LTD 3.1%
NEXTRACKER, INC. CLASS A 2.7%
TAN Underweight Relative to VCLN
BLOOM ENERGY CORPORATION CLASS A -10.1%
CHINA YANGTZE POWER CO LTD-A -5.1%
IBERDROLA SA -3.5%
CERES POWER HOLDINGS PLC -3.1%
VESTAS WIND SYSTEMS A/S -3.1%
INFINEON TECHNOLOGIES AG -3.0%
PRYSMIAN SPA -3.0%
PLUG POWER INC -2.9%
EDP-ENERGIAS DE PORTUGAL SA -2.6%
MAIRETECNIMONT SPA -2.4%
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