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
19.0%
% of VCLN's 45 holdings also in RNWZ
33.3%
% of RNWZ's 23 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus RNWZ)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.9% | 5.1% | 4.9% |
 |
NEXTERA ENERGY GROUP | 3.2% | 8.5% | 3.2% |
 |
FORTUM OYJ | 3.1% | 2.9% | 2.9% |
 |
DONG ENERGY A/S | 2.9% | 7.8% | 2.9% |
 |
SSE PLC | 2.6% | 8.7% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to RNWZ
|
ENPHASE ENERGY INC | 8.6% |
|
FIRST SOLAR INC | 8.5% |
|
CONSOLIDATED EDISON INC | 4.9% |
|
SUNRUN INC. | 4.0% |
|
VESTAS WIND SYSTEMS A/S | 3.2% |
|
NEXTRACKER, INC. CLASS A | 2.8% |
 |
TE CONNECTIVITY | 2.4% |
|
RED ELECTRICA CORP. SA | 2.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.3% |
|
CHART INDUSTRIES INC | 2.1% |
VCLN Underweight Relative to RNWZ
 |
ENEL SPA | -7.8% |
|
SSE PLC | -6.0% |
|
NEXTERA ENERGY GROUP | -5.3% |
 |
RWE AG | -5.2% |
|
DONG ENERGY A/S | -4.9% |
 |
NORTHLAND POWER INC | -4.4% |
|
P G & E CORP | -4.1% |
|
AES CORP | -4.1% |
 |
AGL ENERGY LTD | -3.3% |
|
ENDESA SA | -3.1% |