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

11
Number of overlapping holdings
25.0%
% of VCLN's 48 holdings also in CNRG
26.8%
% of CNRG's 41 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 | 2.9% | 4.4% | 2.9% | |
ENPHASE ENERGY INC | 5.5% | 2.7% | 2.7% | |
FIRST SOLAR INC | 7.7% | 2.7% | 2.7% | |
NEXTERA ENERGY GROUP | 2.4% | 3.1% | 2.4% | |
BLOOM ENERGY CORPORATION CLASS A | 1.8% | 3.2% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to CNRG
SSE PLC | 6.4% | |
IBERDROLA SA | 6.0% | |
FIRST SOLAR INC | 5.1% | |
VESTAS WIND SYSTEMS A/S | 3.5% | |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% | |
FORTUM OYJ | 3.2% | |
RED ELECTRICA CORP. SA | 3.0% | |
ENPHASE ENERGY INC | 2.8% | |
CLEARWAY ENERGY, INC. CLASS C | 2.5% | |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 2.2% |
VCLN Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A | -5.7% | |
ARRAY TECHNOLOGIES INC | -4.1% | |
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.4% | |
ALLETE INC | -3.3% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% | |
CONSTELLATION ENERGY CORPORATION | -3.2% | |
ARCOSA INC | -3.0% | |
SOLAREDGE TECHNOLOGIES, INC. | -2.9% | |
GENERAC HOLDINGS INC | -2.8% | |
AMERESCO INC-CL A | -2.6% |