Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
25.6%
% of VCLN's 45 holdings also in TAN
26.3%
% of TAN's 38 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 | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 9.2% | 9.4% | 9.2% |
|
FIRST SOLAR INC | 6.2% | 12.4% | 6.2% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 8.0% | 3.1% |
|
SUNRUN INC. | 2.6% | 4.1% | 2.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% | 2.1% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to TAN
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
PRYSMIAN SPA | 3.6% |
|
HUBBELL INCORPORATED CLASS B | 3.3% |
 |
NEXANS SA | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.1% |
|
XYLEM INC | 3.1% |
|
DONG ENERGY A/S | 3.0% |
 |
FORTUM OYJ | 3.0% |
|
CONSTELLATION ENERGY CORPORATION | 2.9% |
|
CHART INDUSTRIES INC | 2.8% |
VCLN Underweight Relative to TAN
|
FIRST SOLAR INC | -6.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
NEXTRACKER, INC. CLASS A | -4.9% |
 |
GCL POLY ENERGY HOLDINGS LTD | -4.8% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.2% |
|
NEOEN S.A. | -2.6% |
 |
HANWHA CHEMICAL CORP | -2.5% |
|
ARRAY TECHNOLOGIES INC | -2.4% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.2% |