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
10
# OF OVERLAPPING
HOLDINGS
VCLN
48
HOLDINGS
23%
ALSO IN SMOG
SMOG
65
HOLDINGS
18%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.8% | 7.4% | 6.8% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 3.9% | 3.9% |
 |
FIRST SOLAR INC | 6.1% | 3.4% | 3.4% |
|
NEXTERA ENERGY GROUP | 2.6% | 7.9% | 2.6% |
|
DONG ENERGY A/S | 1.8% | 1.8% | 1.8% |
VCLN Overweight Relative to SMOG
 |
SSE PLC | 6.4% |
 |
FORTUM OYJ | 4.0% |
|
ENPHASE ENERGY INC | 3.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
RED ELECTRICA CORP. SA | 2.7% |
|
FIRST SOLAR INC | 2.7% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
 |
CENTRAIS ELETRICAS BRASILIER | 2.3% |
VCLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -8.1% |
 |
ENEL SPA | -6.8% |
 |
BYD CO LTD-H | -5.4% |
|
NEXTERA ENERGY GROUP | -5.4% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.8% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.2% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -3.0% |
|
OWENS CORNING | -2.5% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% |