Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
23.1%
% of VCLN's 45 holdings also in ACES
23.7%
% of ACES's 38 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus ACES)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.2% | 5.2% | 5.2% |
|
ENPHASE ENERGY INC | 9.2% | 4.5% | 4.5% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 5.3% | 3.1% |
|
SUNRUN INC. | 2.6% | 2.9% | 2.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% | 2.1% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to ACES
|
ENPHASE ENERGY INC | 4.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
PRYSMIAN SPA | 3.6% |
|
HUBBELL INCORPORATED CLASS B | 3.3% |
 |
NEXANS SA | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.1% |
|
XYLEM INC | 3.1% |
|
DONG ENERGY A/S | 3.0% |
 |
FORTUM OYJ | 3.0% |
|
CONSTELLATION ENERGY CORPORATION | 2.9% |
VCLN Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -5.0% |
|
NORTHLAND POWER INC | -4.9% |
|
ITRON INC | -4.8% |
|
TESLA MOTORS INC | -4.7% |
|
ALBEMARLE CORP | -4.5% |
|
ORMAT TECHNOLOGIES INC | -4.0% |
|
WOLFSPEED INC | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |