Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
27%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
VCLN
51
HOLDINGS
31%
ALSO IN SMOG
SMOG
64
HOLDINGS
23%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
| IBERDROLA SA | 6.0% | 7.4% | 6.0% | |
| VESTAS WIND SYSTEMS A/S | 6.1% | 5.2% | 5.2% | |
| FIRST SOLAR INC | 8.1% | 3.7% | 3.7% | |
| BLOOM ENERGY CORPORATION CLASS A | 6.0% | 2.6% | 2.6% | |
| NEXTERA ENERGY GROUP | 2.1% | 8.0% | 2.1% | |
VCLN Overweight Relative to SMOG
| FIRST SOLAR INC | 4.4% | |
| NEXTRACKER, INC. CLASS A | 4.0% | |
| EDP-ENERGIAS DE PORTUGAL SA | 3.9% | |
| BLOOM ENERGY CORPORATION CLASS A | 3.3% | |
| CLEARWAY ENERGY, INC. CLASS C | 3.0% | |
| CHINA YANGTZE POWER CO LTD-A | 2.9% | |
| CHUBU ELECTRIC POWER CO INC | 2.7% | |
| FORTUM OYJ | 2.5% | |
| SUNGROW POWER SUPPLY CO., LTD. CLASS | 2.4% | |
| PRYSMIAN SPA | 2.3% |
VCLN Underweight Relative to SMOG
| TESLA MOTORS INC | -8.1% | |
| ENEL SPA | -6.8% | |
| BYD CO LTD-H | -5.9% | |
| NEXTERA ENERGY GROUP | -5.9% | |
| RIVIAN AUTOMOTIVE INC-A | -3.5% | |
| KINGSPAN GROUP PLC | -2.4% | |
| CENTRAIS ELEC BRAS-SP ADR CM | -2.4% | |
| XPENG, INC. ADR SPONSORED CLASS A | -2.4% | |
| SAMSUNG SDI CO LTD | -2.3% | |
| LG ENERGY SOLUTION LTD. | -2.3% |