Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
28%
ALSO IN CNRG
CNRG
36
HOLDINGS
31%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus CNRG)
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 CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.1% | 3.6% | 3.6% |
|
FIRST SOLAR INC | 8.2% | 2.8% | 2.8% |
|
PLUG POWER INC | 2.9% | 2.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 7.0% | 2.5% | 2.5% |
|
ENPHASE ENERGY INC | 5.1% | 2.4% | 2.4% |
VCLN Overweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | 6.5% |
|
FIRST SOLAR INC | 5.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.1% |
|
NEXTRACKER, INC. CLASS A | 4.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.6% |
 |
IBERDROLA SA | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% |
 |
CERES POWER HOLDINGS PLC | 3.1% |
 |
INFINEON TECHNOLOGIES AG | 3.0% |
 |
PRYSMIAN SPA | 3.0% |
VCLN Underweight Relative to CNRG
|
ARCOSA INC | -4.0% |
 |
CEMIG SA -SPONS ADR | -3.5% |
|
AES CORP | -3.4% |
 |
TRANSALTA CORP | -3.2% |
|
AMERESCO INC-CL A | -3.0% |
|
AVISTA CORP | -3.0% |
|
ENERGY VAULT HOLDINGS, INC. | -3.0% |
|
CANADIAN SOLAR INC | -2.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.9% |
|
CONSTELLATION ENERGY CORPORATION | -2.7% |