Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
VCLN
48
HOLDINGS
16%
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 | 9.0% | 5.3% | 5.3% |
|
NEXTRACKER, INC. CLASS A | 5.6% | 5.0% | 5.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% | 3.9% | 3.4% |
|
ENPHASE ENERGY INC | 3.1% | 3.9% | 3.1% |
|
SUNRUN INC. | 1.6% | 5.9% | 1.6% |
VCLN Overweight Relative to ACES
 |
IBERDROLA SA | 8.6% |
 |
SSE PLC | 7.6% |
 |
VESTAS WIND SYSTEMS A/S | 6.8% |
|
MP MATERIALS CORP CLASS A | 4.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.7% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 4.1% |
 |
FORTUM OYJ | 4.1% |
|
FIRST SOLAR INC | 3.7% |
|
RED ELECTRICA CORP. SA | 3.4% |
VCLN Underweight Relative to ACES
|
TESLA MOTORS INC | -6.0% |
|
ALBEMARLE CORP | -5.6% |
|
ORMAT TECHNOLOGIES INC | -5.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.8% |
 |
NORTHLAND POWER INC | -4.7% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.6% |
|
ITRON INC | -4.3% |
|
SUNRUN INC. | -4.3% |
|
RIVIAN AUTOMOTIVE INC-A | -4.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.5% |