Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
20.5%
% of VCLN's 45 holdings also in RNEW
18.2%
% of RNEW's 47 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus RNEW)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.2% | 6.4% | 6.2% |
|
ENPHASE ENERGY INC | 9.2% | 5.3% | 5.3% |
|
SUNRUN INC. | 2.6% | 1.2% | 1.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% | 1.0% | 1.0% |
|
ARRAY TECHNOLOGIES INC | 1.1% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to RNEW
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
|
ENPHASE ENERGY INC | 4.0% |
 |
PRYSMIAN SPA | 3.6% |
|
HUBBELL INCORPORATED CLASS B | 3.3% |
 |
NEXANS SA | 3.1% |
|
NEXTRACKER, INC. CLASS A | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.1% |
|
XYLEM INC | 3.1% |
|
DONG ENERGY A/S | 3.0% |
 |
FORTUM OYJ | 3.0% |
VCLN Underweight Relative to RNEW
|
QUANTA SERVICES INC | -6.6% |
|
WASTE MANAGEMENT INC | -6.3% |
|
REPUBLIC SERVICES INC | -6.2% |
|
ECOLAB INC | -6.0% |
|
CLEAN HARBORS INC | -5.6% |
|
CHENIERE ENERGY INC | -5.0% |
|
DONALDSON CO INC | -4.6% |
|
BORGWARNER INC | -4.1% |
|
TESLA MOTORS INC | -3.2% |
|
NEW FORTRESS ENERGY INC. CLASS A | -3.1% |