Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
16.3%
% of VCLN's 48 holdings also in RAYS
16.3%
% of RAYS's 44 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus RAYS)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.1% | 7.8% | 6.1% |
|
ENPHASE ENERGY INC | 4.8% | 9.8% | 4.8% |
|
NEXTRACKER, INC. CLASS A | 3.3% | 6.6% | 3.3% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS A | 2.1% | 7.1% | 2.1% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 1.0% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to RAYS
|
IBERDROLA SA | 6.8% |
 |
SSE PLC | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% |
 |
FORTUM OYJ | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
RED ELECTRICA CORP. SA | 2.7% |
|
NEXTERA ENERGY GROUP | 2.6% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
VCLN Underweight Relative to RAYS
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -10.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -5.0% |
|
ENPHASE ENERGY INC | -4.9% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
|
NEXTRACKER, INC. CLASS A | -3.3% |
 |
HANWHA CHEMICAL CORP | -3.1% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -2.9% |
|
XINYI SOLAR HOLDINGS LTD | -2.6% |