Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
33.3%
% of VCLN's 45 holdings also in CNRG
27.7%
% of CNRG's 48 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus CNRG)
Overlapping Holdings
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Company | Weight in VCLN |
Weight in CNRG |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 6.2% | 3.3% | 3.3% | |
NEXTRACKER, INC. CLASS A | 3.1% | 3.1% | 3.1% | |
CONSTELLATION ENERGY CORPORATION | 2.9% | 4.5% | 2.9% | |
ENPHASE ENERGY INC | 9.2% | 2.8% | 2.8% | |
NEXTERA ENERGY GROUP | 2.6% | 3.0% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to CNRG
ENPHASE ENERGY INC | 6.5% | |
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% | |
FIRST SOLAR INC | 2.9% |
VCLN Underweight Relative to CNRG
CUMMINS INC | -3.5% | |
AVANGRID, INC. | -3.1% | |
GENERAC HOLDINGS INC | -3.0% | |
APPLIED MATERIALS INC | -2.9% | |
ALGONQUIN POWER & UTILITIES CORP. | -2.8% | |
ENBRIDGE INC | -2.8% | |
ADT, INC. | -2.8% | |
CONSOLIDATED EDISON INC | -2.8% | |
ARCOSA INC | -2.8% | |
NEW JERSEY RESOURCES CORP | -2.7% |