Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
18.6%
% of VCLN's 48 holdings also in SOLR
27.6%
% 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 | 6.8% | 4.8% | 4.8% |
 |
FIRST SOLAR INC | 6.1% | 2.6% | 2.6% |
|
NEXTERA ENERGY GROUP | 2.6% | 3.8% | 2.6% |
 |
INFINEON TECHNOLOGIES AG | 2.4% | 3.9% | 2.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.3% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to SOLR
 |
SSE PLC | 6.4% |
|
ENPHASE ENERGY INC | 4.1% |
 |
FORTUM OYJ | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
FIRST SOLAR INC | 3.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
|
VESTAS WIND SYSTEMS A/S | 3.2% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
RED ELECTRICA CORP. SA | 2.7% |
VCLN Underweight Relative to SOLR
 |
TRANE TECHNOLOGIES PLC | -6.9% |
|
EATON CORP PLC | -5.9% |
 |
SCHNEIDER ELECTRIC SA | -5.5% |
|
ITRON INC | -5.0% |
|
LEGRAND SA | -4.5% |
|
HUBBELL INCORPORATED CLASS B | -3.5% |
|
ORMAT TECHNOLOGIES INC | -2.8% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.4% |
|
JOHNSON MATTHEY PLC | -2.3% |
|
ON SEMICONDUCTOR CORPORATION | -2.1% |