Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
33%
ALSO IN SMOG
SMOG
64
HOLDINGS
24%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.1% | 6.7% | 6.7% |
 |
IBERDROLA SA | 3.5% | 8.4% | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% | 4.8% | 3.1% |
|
FIRST SOLAR INC | 8.2% | 2.7% | 2.7% |
|
ORSTED | 1.9% | 2.0% | 1.9% |
VCLN Overweight Relative to SMOG
|
FIRST SOLAR INC | 5.6% |
|
NEXTRACKER, INC. CLASS A | 5.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.1% |
|
ENPHASE ENERGY INC | 4.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
 |
CERES POWER HOLDINGS PLC | 3.1% |
 |
INFINEON TECHNOLOGIES AG | 3.0% |
 |
PRYSMIAN SPA | 3.0% |
|
PLUG POWER INC | 2.9% |
VCLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -8.4% |
|
ENEL SPA | -6.6% |
|
BYD CO LTD-H | -5.4% |
|
NEXTERA ENERGY GROUP | -5.4% |
|
IBERDROLA SA | -4.9% |
 |
SAMSUNG SDI CO LTD | -4.2% |
|
RIVIAN AUTOMOTIVE INC-A | -3.1% |
 |
KINGSPAN GROUP PLC | -3.0% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.1% |
 |
AXIA ENERGIA | -1.8% |