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
19.0%
% of VCLN's 45 holdings also in TAN
25.0%
% of TAN's 32 holdings also in VCLN
Overlap by Weight
Sector Drift (VCLN minus TAN)
Overlapping Holdings
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| Company | Weight in VCLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.5% | 10.5% | 8.5% |
|
ENPHASE ENERGY INC | 8.6% | 8.1% | 8.1% |
|
SUNRUN INC. | 4.0% | 4.2% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 8.1% | 2.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% | 3.2% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
VCLN Overweight Relative to TAN
 |
IBERDROLA SA | 4.9% |
|
CONSOLIDATED EDISON INC | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% |
|
NEXTERA ENERGY GROUP | 3.2% |
 |
FORTUM OYJ | 3.1% |
|
DONG ENERGY A/S | 2.9% |
 |
SSE PLC | 2.6% |
 |
TE CONNECTIVITY | 2.4% |
|
RED ELECTRICA CORP. SA | 2.4% |
|
AES CORP | 2.4% |
VCLN Underweight Relative to TAN
 |
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
|
NEXTRACKER, INC. CLASS A | -5.3% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
 |
NEOEN S.A. | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
JINKOSOLAR HOLDING CO-ADR | -3.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.8% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | -2.6% |
|
CANADIAN SOLAR INC | -2.1% |