Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
21.7%
% of RNWZ's 23 holdings also in VCLN
11.6%
% of VCLN's 48 holdings also in RNWZ
Overlap by Weight
Sector Drift (RNWZ minus VCLN)
Overlapping Holdings
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| Company | Weight in RNWZ |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
SSE PLC | 7.7% | 6.4% | 6.4% |
 |
IBERDROLA SA | 3.8% | 6.8% | 3.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 5.6% | 3.6% | 3.6% |
 |
FORTUM OYJ | 3.5% | 4.0% | 3.5% |
 |
NEXTERA ENERGY GROUP | 4.6% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
RNWZ Overweight Relative to VCLN
 |
RWE AG | 12.2% |
|
P G & E CORP | 6.1% |
|
AMERICAN ELECTRIC POWER | 6.1% |
 |
MERIDIAN ENERGY LTD | 4.3% |
 |
ENEL SPA | 4.3% |
|
ACCIONA SA | 4.1% |
|
ENDESA SA | 4.1% |
 |
VERBUND AG | 4.0% |
 |
NORTHLAND POWER INC | 3.9% |
|
CLEARWAY ENERGY, INC. CLASS A | 3.8% |
RNWZ Underweight Relative to VCLN
|
FIRST SOLAR INC | -6.1% |
 |
VESTAS WIND SYSTEMS A/S | -5.3% |
|
ENPHASE ENERGY INC | -4.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.3% |
|
NEXTRACKER, INC. CLASS A | -3.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
|
IBERDROLA SA | -3.0% |
|
RED ELECTRICA CORP. SA | -2.7% |
|
INFINEON TECHNOLOGIES AG | -2.4% |
 |
CENTRAIS ELETRICAS BRASILIER | -2.3% |