Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
VCLN
51
HOLDINGS
31%
ALSO IN SMOG
SMOG
64
HOLDINGS
24%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus SMOG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.0% | 7.3% | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% | 4.6% | 4.6% |
 |
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 4.0% | 4.0% |
|
FIRST SOLAR INC | 8.1% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 5.9% | 2.4% | 2.4% |
VCLN Overweight Relative to SMOG
|
FIRST SOLAR INC | 5.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.9% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.0% |
 |
CHINA YANGTZE POWER CO LTD-A | 2.9% |
 |
CHUBU ELECTRIC POWER CO INC | 2.7% |
 |
FORTUM OYJ | 2.5% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 2.4% |
 |
PRYSMIAN SPA | 2.3% |
 |
AXIA ENERGIA | 2.1% |
VCLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -6.8% |
|
ENEL SPA | -6.7% |
|
NEXTERA ENERGY GROUP | -6.1% |
|
BYD CO LTD-H | -5.3% |
 |
SAMSUNG SDI CO LTD | -2.9% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.4% |
|
RIVIAN AUTOMOTIVE INC-A | -2.4% |
|
LG ENERGY SOLUTION LTD. | -2.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -2.0% |