Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
45%
ALSO IN FRNW
FRNW
69
HOLDINGS
37%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.1% | 4.8% | 4.8% |
|
FIRST SOLAR INC | 8.2% | 3.9% | 3.9% |
|
NEXTRACKER, INC. CLASS A | 7.0% | 3.4% | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% | 4.7% | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.6% | 3.4% | 2.6% |
VCLN Overweight Relative to FRNW
|
BLOOM ENERGY CORPORATION CLASS A | 5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.1% |
|
FIRST SOLAR INC | 4.3% |
|
NEXTRACKER, INC. CLASS A | 3.6% |
 |
IBERDROLA SA | 3.5% |
 |
CERES POWER HOLDINGS PLC | 3.1% |
 |
INFINEON TECHNOLOGIES AG | 3.0% |
 |
PRYSMIAN SPA | 3.0% |
|
ENPHASE ENERGY INC | 2.9% |
|
MAIRETECNIMONT SPA | 2.4% |
VCLN Underweight Relative to FRNW
|
GE VERONA | -4.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.2% |
|
ACCIONA SA | -3.0% |
|
NORDEX AG | -2.6% |
 |
BROOKFIELD RENEWABLE CORP | -2.1% |
 |
VERBUND AG | -2.1% |
|
NORTHLAND POWER INC | -2.1% |
|
ITRON INC | -2.1% |
 |
MERIDIAN ENERGY LTD | -2.1% |
|
SMA SOLAR TECHNOLOGY AG | -1.9% |