Fund Overlap

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


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OVERLAP
22%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
VCLN
46
HOLDINGS
25%
ALSO IN CNRG
CNRG
35
HOLDINGS
29%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in VCLN
Weight
in CNRG
Overlap
NEXTRACKER, INC. CLASS A 6.7% 3.6% 3.6%
FIRST SOLAR INC 7.2% 3.1% 3.1%
BLOOM ENERGY CORPORATION CLASS A 6.1% 2.9% 2.9%
ORMAT TECHNOLOGIES INC 2.8% 2.6% 2.6%
CONSTELLATION ENERGY CORPORATION 2.1% 4.0% 2.1%
VCLN Overweight Relative to CNRG
IBERDROLA SA 7.3%
EDP-ENERGIAS DE PORTUGAL SA 4.7%
AXIA ENERGIA 4.4%
FIRST SOLAR INC 4.1%
CLEARWAY ENERGY, INC. CLASS C 4.1%
CHINA YANGTZE POWER CO LTD-A 3.8%
VESTAS WIND SYSTEMS A/S 3.8%
BLOOM ENERGY CORPORATION CLASS A 3.2%
FORTUM OYJ 3.1%
NEXTRACKER, INC. CLASS A 3.1%
VCLN Underweight Relative to CNRG
SHOALS TECHNOLOGIES GROUP, INC. CLAS -4.2%
TRANSALTA CORP -4.1%
AES CORP -4.0%
AVISTA CORP -3.7%
CEMIG SA -SPONS ADR -3.5%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.4%
ARRAY TECHNOLOGIES INC -3.3%
SUNRUN INC. -3.3%
AMERESCO INC-CL A -3.3%
TENARIS SA-ADR -2.9%
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