Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
VCLN
48
HOLDINGS
33%
ALSO IN FRNW
FRNW
52
HOLDINGS
29%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 6.8% | 6.1% | 6.1% |
 |
NEXTRACKER, INC. CLASS A | 5.6% | 5.7% | 5.6% |
|
FIRST SOLAR INC | 9.0% | 5.1% | 5.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.7% | 4.8% | 4.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.3% | 6.4% | 3.3% |
VCLN Overweight Relative to FRNW
 |
IBERDROLA SA | 8.6% |
 |
SSE PLC | 7.6% |
|
MP MATERIALS CORP CLASS A | 4.9% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 4.1% |
 |
FORTUM OYJ | 4.1% |
|
FIRST SOLAR INC | 3.9% |
|
RED ELECTRICA CORP. SA | 3.4% |
 |
MAIRETECNIMONT SPA | 3.4% |
|
BALFOUR BEATTY PLC | 3.2% |
VCLN Underweight Relative to FRNW
|
GE VERONA | -6.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | -4.0% |
 |
NORDEX AG | -4.0% |
|
ACCIONA SA | -3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.6% |
|
ORMAT TECHNOLOGIES INC | -3.2% |
|
E.ON AG | -3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.1% |
|
ITRON INC | -3.1% |
 |
NORTHLAND POWER INC | -3.0% |