Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
8%
ALSO IN WATS
WATS
23
HOLDINGS
13%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus WATS)
OVERLAPPING HOLDINGS
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| Company | Weight in VCLN |
Weight in WATS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.1% | 10.7% | 10.1% |
|
ENPHASE ENERGY INC | 5.1% | 6.4% | 5.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.4% | 3.4% | 2.4% |
VCLN Overweight Relative to WATS
|
FIRST SOLAR INC | 8.2% |
|
NEXTRACKER, INC. CLASS A | 7.0% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.6% |
 |
IBERDROLA SA | 3.5% |
 |
CERES POWER HOLDINGS PLC | 3.1% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% |
 |
INFINEON TECHNOLOGIES AG | 3.0% |
 |
PRYSMIAN SPA | 3.0% |
|
PLUG POWER INC | 2.9% |
VCLN Underweight Relative to WATS
|
TESLA MOTORS INC | -16.2% |
|
ENERSYS | -5.4% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -4.5% |
|
ENERGY VAULT HOLDINGS, INC. | -4.2% |
|
AES CORP | -4.1% |
|
ALBEMARLE CORP | -3.9% |
|
SUNRUN INC. | -3.8% |
|
ADVANCED BATTERY TECHNOLOGIE | -3.6% |
|
GENERAC HOLDINGS INC | -3.5% |
|
SOLID POWER, INC. CLASS A | -3.4% |