Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
30%
ALSO IN SMOG
SMOG
64
HOLDINGS
21%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus SMOG)
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 SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.1% | 5.0% | 5.0% |
 |
IBERDROLA SA | 3.5% | 8.9% | 3.5% |
|
FIRST SOLAR INC | 8.2% | 3.1% | 3.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% | 4.8% | 3.1% |
|
ORSTED | 1.9% | 2.1% | 1.9% |
VCLN Overweight Relative to SMOG
 |
CHINA YANGTZE POWER CO LTD-A | 5.1% |
|
FIRST SOLAR INC | 5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.1% |
|
NEXTRACKER, INC. CLASS A | 5.1% |
|
ENPHASE ENERGY INC | 4.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.6% |
 |
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
|
ENEL SPA | -7.0% |
|
TESLA MOTORS INC | -7.0% |
|
NEXTERA ENERGY GROUP | -6.6% |
|
BYD CO LTD-H | -6.0% |
|
IBERDROLA SA | -5.3% |
 |
SAMSUNG SDI CO LTD | -3.9% |
|
RIVIAN AUTOMOTIVE INC-A | -2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.8% |
 |
KINGSPAN GROUP PLC | -2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |