Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
38.5%
% of VCLN's 45 holdings also in FRNW
30.0%
% of FRNW's 65 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus FRNW)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 9.2% | 5.0% | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% | 4.8% | 4.3% |
|
FIRST SOLAR INC | 6.2% | 4.2% | 4.2% |
|
DONG ENERGY A/S | 3.0% | 4.0% | 3.0% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to FRNW
|
ENPHASE ENERGY INC | 4.2% |
 |
PRYSMIAN SPA | 3.6% |
|
HUBBELL INCORPORATED CLASS B | 3.3% |
 |
NEXANS SA | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.1% |
|
XYLEM INC | 3.1% |
 |
FORTUM OYJ | 3.0% |
|
CONSTELLATION ENERGY CORPORATION | 2.9% |
|
CHART INDUSTRIES INC | 2.8% |
 |
TE CONNECTIVITY | 2.8% |
VCLN Underweight Relative to FRNW
 |
MERIDIAN ENERGY LTD | -2.9% |
 |
NORTHLAND POWER INC | -2.7% |
 |
XINYI SOLAR HOLDINGS LTD | -2.4% |
 |
VERBUND AG | -2.4% |
|
ORMAT TECHNOLOGIES INC | -2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.3% |
 |
DRAX GROUP PLC | -2.3% |
|
CHINA LONGYUAN POWER GROUP-H | -2.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.1% |
 |
ACCIONA SA | -2.0% |