Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
28%
ALSO IN CNRG
CNRG
37
HOLDINGS
31%
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 | 10.1% | 3.0% | 3.0% | |
| NEXTRACKER, INC. CLASS A | 7.0% | 2.8% | 2.8% | |
| FIRST SOLAR INC | 8.2% | 2.6% | 2.6% | |
| ENPHASE ENERGY INC | 5.1% | 2.5% | 2.5% | |
| SOLAREDGE TECHNOLOGIES, INC. | 2.4% | 2.9% | 2.4% | |
VCLN Overweight Relative to CNRG
| BLOOM ENERGY CORPORATION CLASS A | 7.2% | |
| FIRST SOLAR INC | 5.6% | |
| CHINA YANGTZE POWER CO LTD-A | 5.1% | |
| NEXTRACKER, INC. CLASS A | 4.2% | |
| CLEARWAY ENERGY, INC. CLASS C | 3.6% | |
| IBERDROLA SA | 3.5% | |
| VESTAS WIND SYSTEMS A/S | 3.1% | |
| CERES POWER HOLDINGS PLC | 3.1% | |
| INFINEON TECHNOLOGIES AG | 3.0% | |
| PRYSMIAN SPA | 3.0% |
VCLN Underweight Relative to CNRG
| ARCOSA INC | -3.4% | |
| TRANSALTA CORP | -3.3% | |
| SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.1% | |
| CENTRAIS ELEC BRAS-SP ADR CM | -3.1% | |
| CEMIG SA -SPONS ADR | -3.0% | |
| SUNRUN INC. | -3.0% | |
| AES CORP | -2.9% | |
| AVISTA CORP | -2.8% | |
| CANADIAN SOLAR INC | -2.8% | |
| GENERAC HOLDINGS INC | -2.8% |