Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
32.6%
% of VCLN's 48 holdings also in FRNW
29.2%
% of FRNW's 52 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus FRNW)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 4.7% | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | 3.7% | 3.6% |
 |
FIRST SOLAR INC | 6.1% | 3.5% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.3% | 3.4% | 3.3% |
|
ENPHASE ENERGY INC | 4.8% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to FRNW
 |
IBERDROLA SA | 6.8% |
 |
SSE PLC | 6.4% |
 |
FORTUM OYJ | 4.0% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
RED ELECTRICA CORP. SA | 2.7% |
|
FIRST SOLAR INC | 2.6% |
|
NEXTERA ENERGY GROUP | 2.6% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
 |
CENTRAIS ELETRICAS BRASILIER | 2.3% |
|
SOUTHERN CO | 2.2% |
VCLN Underweight Relative to FRNW
|
GE VERONA | -3.3% |
 |
VERBUND AG | -3.1% |
|
ITRON INC | -2.7% |
|
NORDEX AG | -2.7% |
 |
VINCI SA | -2.6% |
|
NEOEN S.A. | -2.5% |
 |
NORTHLAND POWER INC | -2.5% |
|
ACCIONA SA | -2.5% |
 |
MERIDIAN ENERGY LTD | -2.5% |
|
ORMAT TECHNOLOGIES INC | -2.5% |