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
21.4%
% of VCLN's 45 holdings also in QCLN
17.6%
% of QCLN's 54 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus QCLN)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.5% | 7.2% | 7.2% |
|
ENPHASE ENERGY INC | 8.6% | 4.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 3.0% | 2.8% |
|
MP MATERIALS CORP CLASS A | 1.5% | 1.7% | 1.5% |
|
FLUENCE ENERGY INC CLASS A | 1.4% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to QCLN
 |
IBERDROLA SA | 4.9% |
|
CONSOLIDATED EDISON INC | 4.9% |
|
ENPHASE ENERGY INC | 4.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% |
|
NEXTERA ENERGY GROUP | 3.2% |
 |
FORTUM OYJ | 3.1% |
|
DONG ENERGY A/S | 2.9% |
|
SUNRUN INC. | 2.8% |
 |
SSE PLC | 2.6% |
 |
TE CONNECTIVITY | 2.4% |
VCLN Underweight Relative to QCLN
|
TESLA MOTORS INC | -12.8% |
|
ON SEMICONDUCTOR CORPORATION | -7.1% |
|
ACUITY BRANDS INC | -5.5% |
|
RIVIAN AUTOMOTIVE INC-A | -5.4% |
|
ALBEMARLE CORP | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.0% |
|
UNIVERSAL DISPLAY CORP | -3.6% |
|
ARCADIUM LITHIUM PLC | -3.2% |
|
ITRON INC | -2.9% |
|
LUCID GROUP, INC. | -2.7% |