Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
25%

OVERLAP
BY WEIGHT
7

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
25%
ALSO IN VCLN
VCLN
46
HOLDINGS
16%
ALSO IN TAN
SECTOR DRIFT (TAN minus VCLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in VCLN
Overlap
FIRST SOLAR INC 10.3% 9.0% 9.0%
NEXTRACKER, INC. CLASS A 10.5% 5.6% 5.6%
CLEARWAY ENERGY, INC. CLASS C 3.2% 3.4% 3.2%
ENPHASE ENERGY INC 6.7% 3.1% 3.1%
SOLARIA ENERGIA Y MEDIO AMBI 3.3% 1.8% 1.8%
TAN Overweight Relative to VCLN
GCL POLY ENERGY HOLDINGS LTD 6.0%
SUNRUN INC. 5.2%
SOLAREDGE TECHNOLOGIES, INC. 5.0%
NEXTRACKER, INC. CLASS A 4.9%
XINYI SOLAR HOLDINGS LTD 4.5%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
HANNON ARMSTRONG SUSTAINABLE 4.0%
ENPHASE ENERGY INC 3.6%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 3.4%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
TAN Underweight Relative to VCLN
IBERDROLA SA -8.6%
SSE PLC -7.6%
VESTAS WIND SYSTEMS A/S -6.8%
MP MATERIALS CORP CLASS A -4.9%
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%
RED ELECTRICA CORP. SA -3.4%
MAIRETECNIMONT SPA -3.4%
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