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
9

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
32%
ALSO IN VCLN
VCLN
51
HOLDINGS
21%
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% 8.1% 8.1%
NEXTRACKER, INC. CLASS A 10.5% 5.9% 5.9%
CLEARWAY ENERGY, INC. CLASS C 3.2% 3.0% 3.0%
ENPHASE ENERGY INC 6.7% 1.8% 1.8%
SOLARIA ENERGIA Y MEDIO AMBI 3.3% 1.7% 1.7%
TAN Overweight Relative to VCLN
GCL POLY ENERGY HOLDINGS LTD 6.0%
SUNRUN INC. 5.2%
ENPHASE ENERGY INC 4.9%
NEXTRACKER, INC. CLASS A 4.6%
SOLAREDGE TECHNOLOGIES, INC. 4.2%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
HANNON ARMSTRONG SUSTAINABLE 4.0%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 3.4%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
XINYI SOLAR HOLDINGS LTD 3.3%
TAN Underweight Relative to VCLN
VESTAS WIND SYSTEMS A/S -6.1%
IBERDROLA SA -6.0%
BLOOM ENERGY CORPORATION CLASS A -6.0%
EDP-ENERGIAS DE PORTUGAL SA -3.9%
ORMAT TECHNOLOGIES INC -3.1%
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%
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