Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |