Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

12

Number of overlapping holdings

29.3%

% of VCLN's 45 holdings also in FRNW

24.0%

% 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
FIRST SOLAR INC 9.4% 6.3% 6.3%
ENPHASE ENERGY INC 7.7% 3.5% 3.5%
VESTAS WIND SYSTEMS A/S 3.4% 3.8% 3.4%
NEXTRACKER, INC. CLASS A 3.3% 2.8% 2.8%
DONG ENERGY A/S 2.6% 3.0% 2.6%

Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to FRNW
ENPHASE ENERGY INC 4.1%
IBERDROLA SA 3.4%
FORTUM OYJ 3.2%
FIRST SOLAR INC 3.1%
NEXTERA ENERGY GROUP 3.0%
CONSOLIDATED EDISON INC 3.0%
AES CORP 2.5%
PRYSMIAN SPA 2.5%
ENLINK MIDSTREAM LLC 2.4%
SSE PLC 2.4%
VCLN Underweight Relative to FRNW
BLOOM ENERGY CORPORATION CLASS A -2.8%
VERBUND AG -2.8%
NEOEN S.A. -2.7%
CHINA LONGYUAN POWER GROUP-H -2.6%
BROOKFIELD RENEWABLE CORPORATION CLA -2.6%
ITRON INC -2.6%
MERIDIAN ENERGY LTD -2.5%
ENCAVIS AG -2.4%
ORMAT TECHNOLOGIES INC -2.4%
NORTHLAND POWER INC -2.3%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY