Fund Overlap

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


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OVERLAP
19%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
VCLN
46
HOLDINGS
23%
ALSO IN CNRG
CNRG
41
HOLDINGS
24%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in VCLN
Weight
in CNRG
Overlap
BLOOM ENERGY CORPORATION CLASS A 3.3% 9.5% 3.3%
FIRST SOLAR INC 9.0% 2.8% 2.8%
NEXTRACKER, INC. CLASS A 5.6% 2.7% 2.7%
NEXTERA ENERGY GROUP 2.5% 2.1% 2.1%
GE VERONA 1.8% 2.3% 1.8%
VCLN Overweight Relative to CNRG
IBERDROLA SA 8.6%
SSE PLC 7.6%
VESTAS WIND SYSTEMS A/S 6.8%
FIRST SOLAR INC 6.3%
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%
CLEARWAY ENERGY, INC. CLASS C 3.4%
VCLN Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A -6.7%
FLUENCE ENERGY INC CLASS A -6.4%
BLOOM ENERGY CORPORATION CLASS A -6.2%
CANADIAN SOLAR INC -3.9%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.9%
AMERESCO INC-CL A -2.9%
SHOALS TECHNOLOGIES GROUP, INC. CLAS -2.8%
BALLARD POWER SYSTEMS INC -2.7%
SOLAREDGE TECHNOLOGIES, INC. -2.6%
ORMAT TECHNOLOGIES INC -2.5%
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