Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
16.3%
% of VCLN's 48 holdings also in TAN
24.1%
% of TAN's 29 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus TAN)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.1% | 11.3% | 6.1% |
|
ENPHASE ENERGY INC | 4.8% | 10.5% | 4.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.3% | 4.1% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.3% | 10.1% | 3.3% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 1.0% | 2.8% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to TAN
|
IBERDROLA SA | 6.8% |
 |
SSE PLC | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% |
 |
FORTUM OYJ | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
RED ELECTRICA CORP. SA | 2.7% |
|
NEXTERA ENERGY GROUP | 2.6% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
 |
CENTRAIS ELETRICAS BRASILIER | 2.3% |
VCLN Underweight Relative to TAN
|
NEXTRACKER, INC. CLASS A | -6.8% |
|
ENPHASE ENERGY INC | -5.7% |
 |
GCL POLY ENERGY HOLDINGS LTD | -5.6% |
|
FIRST SOLAR INC | -5.1% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.3% |
|
SUNRUN INC. | -4.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.6% |
|
JINKOSOLAR HOLDING CO-ADR | -2.6% |