Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
11.6%
% of VCLN's 48 holdings also in RNWZ
21.7%
% of RNWZ's 23 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus RNWZ)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
SSE PLC | 6.4% | 8.0% | 6.4% |
 |
IBERDROLA SA | 6.8% | 4.0% | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | 5.9% | 3.6% |
 |
FORTUM OYJ | 4.0% | 3.2% | 3.2% |
 |
NEXTERA ENERGY GROUP | 2.6% | 4.2% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to RNWZ
|
FIRST SOLAR INC | 6.1% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% |
|
ENPHASE ENERGY INC | 4.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
IBERDROLA SA | 2.8% |
|
RED ELECTRICA CORP. SA | 2.7% |
 |
INFINEON TECHNOLOGIES AG | 2.4% |
 |
CENTRAIS ELETRICAS BRASILIER | 2.3% |
VCLN Underweight Relative to RNWZ
|
RWE AG | -13.0% |
|
P G & E CORP | -6.0% |
|
AMERICAN ELECTRIC POWER | -6.0% |
 |
MERIDIAN ENERGY LTD | -4.4% |
|
ENDESA SA | -4.4% |
 |
ENEL SPA | -4.3% |
 |
VERBUND AG | -4.1% |
|
ACCIONA SA | -4.0% |
 |
NORTHLAND POWER INC | -3.7% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.5% |