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
WATS
23
HOLDINGS
13%
ALSO IN VCLN
VCLN
45
HOLDINGS
8%
ALSO IN WATS
SECTOR DRIFT (WATS minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in WATS |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.7% | 10.1% | 10.1% |
|
ENPHASE ENERGY INC | 6.4% | 5.1% | 5.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.4% | 2.4% | 2.4% |
WATS Overweight Relative to VCLN
|
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% |
WATS Underweight Relative to VCLN
|
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% |