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
8

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
29%
ALSO IN VCLN
VCLN
51
HOLDINGS
20%
ALSO IN TAN
SECTOR DRIFT (TAN minus VCLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in VCLN
Overlap
NEXTRACKER, INC. CLASS A 10.5% 6.8% 6.8%
FIRST SOLAR INC 10.3% 6.5% 6.5%
CLEARWAY ENERGY, INC. CLASS C 3.2% 3.9% 3.2%
ENPHASE ENERGY INC 6.7% 3.1% 3.1%
SOLARIA ENERGIA Y MEDIO AMBI 3.3% 1.7% 1.7%
TAN Overweight Relative to VCLN
SUNRUN INC. 6.8%
GCL POLY ENERGY HOLDINGS LTD 6.0%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
HANNON ARMSTRONG SUSTAINABLE 4.0%
FIRST SOLAR INC 3.8%
NEXTRACKER, INC. CLASS A 3.7%
ENPHASE ENERGY INC 3.7%
SOLAREDGE TECHNOLOGIES, INC. 3.6%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 3.4%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
TAN Underweight Relative to VCLN
BLOOM ENERGY CORPORATION CLASS A -9.1%
CHINA YANGTZE POWER CO LTD-A -5.3%
IBERDROLA SA -3.5%
VESTAS WIND SYSTEMS A/S -3.3%
PLUG POWER INC -3.2%
EDP-ENERGIAS DE PORTUGAL SA -2.9%
CERES POWER HOLDINGS PLC -2.8%
PRYSMIAN SPA -2.7%
MAIRETECNIMONT SPA -2.5%
ORSTED -2.3%
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