Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
25.6%
% of VCLN's 45 holdings also in RAYS
20.0%
% of RAYS's 50 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus RAYS)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 9.2% | 10.5% | 9.2% |
|
FIRST SOLAR INC | 6.2% | 10.1% | 6.2% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 2.5% | 2.5% |
|
SUNRUN INC. | 2.6% | 2.5% | 2.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.7% | 3.6% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to RAYS
 |
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 RAYS
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | -8.7% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -6.9% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -4.9% |
|
FIRST SOLAR INC | -3.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.5% |
|
XINYI SOLAR HOLDINGS LTD | -3.3% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.7% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.7% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.6% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.5% |