Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
VCLN
46
HOLDINGS
35%
ALSO IN SMOG
SMOG
63
HOLDINGS
26%
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 | 7.3% | 9.7% | 7.3% |
 |
BLOOM ENERGY CORPORATION CLASS A | 6.1% | 4.9% | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% | 4.8% | 3.8% |
 |
AXIA ENERGIA | 4.4% | 3.2% | 3.2% |
|
FIRST SOLAR INC | 7.2% | 2.8% | 2.8% |
VCLN Overweight Relative to SMOG
|
NEXTRACKER, INC. CLASS A | 5.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.7% |
|
FIRST SOLAR INC | 4.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.1% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.8% |
 |
FORTUM OYJ | 3.1% |
 |
PRYSMIAN SPA | 2.8% |
|
MAIRETECNIMONT SPA | 2.5% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
 |
BALFOUR BEATTY PLC | 2.3% |
VCLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.5% |
|
ENEL SPA | -7.1% |
|
NEXTERA ENERGY GROUP | -6.1% |
|
BYD CO LTD-H | -5.0% |
 |
SAMSUNG SDI CO LTD | -4.5% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.6% |
|
IBERDROLA SA | -2.4% |
|
LG ENERGY SOLUTION LTD. | -1.8% |
 |
NIBE INDUSTRIER AB CLASS B | -1.7% |