Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
28.6%
% of VCLN's 45 holdings also in CNRG
27.9%
% of CNRG's 43 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus CNRG)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 3.2% | 3.3% | 3.2% |
|
AES CORP | 2.4% | 2.2% | 2.2% |
|
SUNRUN INC. | 4.0% | 2.1% | 2.1% |
|
FIRST SOLAR INC | 8.5% | 2.0% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to CNRG
|
ENPHASE ENERGY INC | 7.2% |
|
FIRST SOLAR INC | 6.5% |
 |
IBERDROLA SA | 4.9% |
|
CONSOLIDATED EDISON INC | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% |
 |
FORTUM OYJ | 3.1% |
|
DONG ENERGY A/S | 2.9% |
 |
SSE PLC | 2.6% |
 |
TE CONNECTIVITY | 2.4% |
|
RED ELECTRICA CORP. SA | 2.4% |
VCLN Underweight Relative to CNRG
|
GE VERONA | -4.9% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.3% |
|
TESLA MOTORS INC | -4.1% |
|
GENERAC HOLDINGS INC | -4.0% |
|
ARCOSA INC | -3.7% |
|
ORMAT TECHNOLOGIES INC | -3.3% |
|
AVANGRID, INC. | -3.2% |
|
ALLETE INC | -3.2% |
|
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -3.1% |
|
CUMMINS INC | -3.0% |