Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
30.0%
% of SOLR's 33 holdings also in VCLN
21.4%
% of VCLN's 45 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus VCLN)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.3% | 4.9% | 4.3% |
 |
FIRST SOLAR INC | 4.3% | 8.5% | 4.3% |
|
NEXTERA ENERGY GROUP | 3.9% | 3.2% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 3.2% | 3.2% |
|
DONG ENERGY A/S | 2.1% | 2.9% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to VCLN
 |
TRANE TECHNOLOGIES PLC | 6.6% |
|
EATON CORP PLC | 6.2% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 4.9% |
|
LEGRAND SA | 4.0% |
|
HUBBELL INCORPORATED CLASS B | 3.5% |
|
ON SEMICONDUCTOR CORPORATION | 3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 3.1% |
|
ORMAT TECHNOLOGIES INC | 3.1% |
 |
JOHNSON MATTHEY PLC | 2.6% |
SOLR Underweight Relative to VCLN
|
ENPHASE ENERGY INC | -7.2% |
|
CONSOLIDATED EDISON INC | -4.9% |
|
FIRST SOLAR INC | -4.2% |
|
SUNRUN INC. | -4.0% |
 |
FORTUM OYJ | -3.1% |
|
NEXTRACKER, INC. CLASS A | -2.8% |
|
SSE PLC | -2.6% |
 |
TE CONNECTIVITY | -2.4% |
|
RED ELECTRICA CORP. SA | -2.4% |
|
AES CORP | -2.4% |