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

30.8%

% of VCLN's 45 holdings also in QCLN

21.8%

% of QCLN's 57 holdings also in VCLN

Overlap by Weight
Sector Drift (VCLN minus QCLN)
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 QCLN
Overlap
ENPHASE ENERGY INC 9.2% 7.6% 7.6%
FIRST SOLAR INC 6.2% 10.1% 6.2%
NEXTRACKER, INC. CLASS A 3.1% 3.3% 3.1%
SOLAREDGE TECHNOLOGIES, INC. 1.7% 1.8% 1.7%
MP MATERIALS CORP CLASS A 1.3% 1.6% 1.3%

Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to QCLN
VESTAS WIND SYSTEMS A/S 4.3%
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%
DONG ENERGY A/S 3.0%
FORTUM OYJ 3.0%
CONSTELLATION ENERGY CORPORATION 2.9%
CHART INDUSTRIES INC 2.8%
VCLN Underweight Relative to QCLN
ALBEMARLE CORP -7.1%
ON SEMICONDUCTOR CORPORATION -7.0%
TESLA MOTORS INC -6.6%
ACUITY BRANDS INC -4.2%
UNIVERSAL DISPLAY CORP -3.9%
FIRST SOLAR INC -3.8%
BROOKFIELD RENEWABLE PARTNERS LP -3.6%
RIVIAN AUTOMOTIVE, INC. CLASS A -3.5%
LUCID GROUP, INC. -3.1%
ALLEGRO MICROSYSTEMS, INC. -2.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY