Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
25.6%
% of VCLN's 48 holdings also in CNRG
27.5%
% of CNRG's 40 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 | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 3.3% | 4.6% | 3.3% |
|
ENPHASE ENERGY INC | 4.8% | 3.0% | 3.0% |
|
FIRST SOLAR INC | 6.1% | 2.7% | 2.7% |
|
NEXTERA ENERGY GROUP | 2.6% | 3.8% | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.3% | 3.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to CNRG
 |
IBERDROLA SA | 6.8% |
 |
SSE PLC | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% |
 |
FORTUM OYJ | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
FIRST SOLAR INC | 3.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
RED ELECTRICA CORP. SA | 2.7% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
VCLN Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -6.2% |
|
ALLETE INC | -4.2% |
|
ORMAT TECHNOLOGIES INC | -3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.1% |
|
GE VERONA | -3.1% |
|
ARCOSA INC | -3.0% |
|
ADT, INC. | -2.9% |
|
CONSTELLATION ENERGY CORPORATION | -2.8% |