Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
18%
ALSO IN ACES
ACES
32
HOLDINGS
22%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.2% | 5.0% | 5.0% |
|
ENPHASE ENERGY INC | 5.1% | 4.3% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 7.0% | 4.2% | 4.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.6% | 5.2% | 3.6% |
|
PLUG POWER INC | 2.9% | 4.3% | 2.9% |
VCLN Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 10.1% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.1% |
 |
IBERDROLA SA | 3.5% |
|
FIRST SOLAR INC | 3.3% |
 |
CERES POWER HOLDINGS PLC | 3.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% |
 |
INFINEON TECHNOLOGIES AG | 3.0% |
 |
PRYSMIAN SPA | 3.0% |
|
NEXTRACKER, INC. CLASS A | 2.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.6% |
VCLN Underweight Relative to ACES
|
RIVIAN AUTOMOTIVE INC-A | -6.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -6.4% |
|
TESLA MOTORS INC | -6.2% |
|
ITRON INC | -6.0% |
 |
NORTHLAND POWER INC | -5.7% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.5% |
|
ALBEMARLE CORP | -5.0% |
|
ANDERSONS INC/THE | -3.4% |
|
SUNRUN INC. | -2.9% |
|
ORMAT TECHNOLOGIES INC | -2.6% |