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
33.3%
% of VCLN's 45 holdings also in FRNW
28.0%
% of FRNW's 66 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.5% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 8.6% | 3.6% | 3.6% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 4.0% | 3.2% |
|
DONG ENERGY A/S | 2.9% | 3.4% | 2.9% |
|
SUNRUN INC. | 4.0% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to FRNW
|
ENPHASE ENERGY INC | 4.9% |
 |
IBERDROLA SA | 4.9% |
|
CONSOLIDATED EDISON INC | 4.9% |
|
FIRST SOLAR INC | 4.5% |
|
NEXTERA ENERGY GROUP | 3.2% |
 |
FORTUM OYJ | 3.1% |
 |
SSE PLC | 2.6% |
 |
TE CONNECTIVITY | 2.4% |
|
RED ELECTRICA CORP. SA | 2.4% |
|
AES CORP | 2.4% |
VCLN Underweight Relative to FRNW
|
GE VERONA | -4.3% |
 |
VERBUND AG | -2.9% |
|
ORMAT TECHNOLOGIES INC | -2.5% |
 |
MERIDIAN ENERGY LTD | -2.5% |
 |
NORTHLAND POWER INC | -2.4% |
 |
NEOEN S.A. | -2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% |
|
ACCIONA SA | -2.2% |
 |
CHINA LONGYUAN POWER GROUP-H | -2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.1% |