Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
15%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
VCLN
48
HOLDINGS
23%
ALSO IN CNRG
CNRG
41
HOLDINGS
24%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in VCLN
Weight
in CNRG
Overlap
FIRST SOLAR INC 6.1% 2.8% 2.8%
NEXTRACKER, INC. CLASS A 3.3% 2.7% 2.7%
NEXTERA ENERGY GROUP 2.6% 2.5% 2.5%
ENPHASE ENERGY INC 4.8% 2.0% 2.0%
BLOOM ENERGY CORPORATION CLASS A 1.3% 5.1% 1.3%
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%
CLEARWAY ENERGY, INC. CLASS C 3.3%
FIRST SOLAR INC 3.3%
CHUBU ELECTRIC POWER CO INC 3.2%
ENPHASE ENERGY INC 2.8%
RED ELECTRICA CORP. SA 2.7%
VCLN Underweight Relative to CNRG
SOLAREDGE TECHNOLOGIES, INC. -3.9%
BLOOM ENERGY CORPORATION CLASS A -3.7%
SUNRUN INC. -3.7%
EOS ENERGY ENTERPRISES, INC. CLASS A -3.7%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.7%
GENERAC HOLDINGS INC -3.5%
SHOALS TECHNOLOGIES GROUP, INC. CLAS -3.0%
AMERICAN SUPERCONDUCTOR CORPORATION -3.0%
JINKOSOLAR HOLDING CO-ADR -2.9%
ORMAT TECHNOLOGIES INC -2.8%
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