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 SOLR
30.0%
% of SOLR's 33 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus SOLR)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in SOLR |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.9% | 4.3% | 4.3% |
 |
FIRST SOLAR INC | 8.5% | 4.3% | 4.3% |
|
NEXTERA ENERGY GROUP | 3.2% | 3.9% | 3.2% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 3.2% | 3.2% |
|
DONG ENERGY A/S | 2.9% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to SOLR
|
ENPHASE ENERGY INC | 7.2% |
|
CONSOLIDATED EDISON INC | 4.9% |
|
FIRST SOLAR INC | 4.2% |
|
SUNRUN INC. | 4.0% |
 |
FORTUM OYJ | 3.1% |
|
NEXTRACKER, INC. CLASS A | 2.8% |
 |
SSE PLC | 2.6% |
 |
TE CONNECTIVITY | 2.4% |
|
RED ELECTRICA CORP. SA | 2.4% |
|
AES CORP | 2.4% |
VCLN Underweight Relative to SOLR
 |
TRANE TECHNOLOGIES PLC | -6.6% |
|
EATON CORP PLC | -6.2% |
 |
SCHNEIDER ELECTRIC SA | -5.5% |
|
ITRON INC | -4.9% |
|
LEGRAND SA | -4.0% |
|
HUBBELL INCORPORATED CLASS B | -3.5% |
|
ON SEMICONDUCTOR CORPORATION | -3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -3.1% |
|
ORMAT TECHNOLOGIES INC | -3.1% |
|
JOHNSON MATTHEY PLC | -2.6% |