Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
VCLN
48
HOLDINGS
23%
ALSO IN SMOG
SMOG
62
HOLDINGS
18%
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 | |
|---|---|---|---|---|
 |
IBERDROLA SA | 8.6% | 6.5% | 6.5% |
 |
FIRST SOLAR INC | 9.0% | 4.2% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 6.8% | 4.0% | 4.0% |
|
NEXTERA ENERGY GROUP | 2.5% | 7.4% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.3% | 2.4% | 2.4% |
VCLN Overweight Relative to SMOG
 |
SSE PLC | 7.6% |
|
MP MATERIALS CORP CLASS A | 4.9% |
|
FIRST SOLAR INC | 4.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.7% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 4.1% |
 |
FORTUM OYJ | 4.1% |
|
NEXTRACKER, INC. CLASS A | 4.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% |
|
RED ELECTRICA CORP. SA | 3.4% |
VCLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.1% |
 |
ENEL SPA | -6.1% |
|
NEXTERA ENERGY GROUP | -4.9% |
|
BYD CO LTD-H | -4.2% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.7% |
|
NIO INC. SPONSORED ADR CLASS A | -2.6% |