Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
VCLN
51
HOLDINGS
28%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 9.1% | 6.1% | 6.1% |
|
NEXTRACKER, INC. CLASS A | 6.8% | 3.4% | 3.4% |
|
PLUG POWER INC | 3.2% | 3.3% | 3.2% |
|
ENPHASE ENERGY INC | 3.1% | 2.7% | 2.7% |
|
FIRST SOLAR INC | 6.5% | 2.0% | 2.0% |
VCLN Overweight Relative to CNRG
 |
CHINA YANGTZE POWER CO LTD-A | 5.3% |
|
FIRST SOLAR INC | 4.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.9% |
 |
IBERDROLA SA | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.9% |
 |
CERES POWER HOLDINGS PLC | 2.8% |
 |
PRYSMIAN SPA | 2.7% |
VCLN Underweight Relative to CNRG
|
GENERAC HOLDINGS INC | -3.9% |
|
CORNING INC | -3.6% |
 |
BALLARD POWER SYSTEMS INC | -3.5% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
|
ARCOSA INC | -2.8% |
 |
TENARIS SA-ADR | -2.7% |
|
AVISTA CORP | -2.5% |
|
AES CORP | -2.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% |