Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
31
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
41%
ALSO IN FRNW
FRNW
68
HOLDINGS
65%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 11.4% | 4.9% | 4.9% |
|
FIRST SOLAR INC | 8.8% | 4.0% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 7.2% | 3.8% | 3.8% |
 |
VESTAS WIND SYSTEMS A/S | 2.6% | 4.7% | 2.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 1.9% | 3.5% | 1.9% |
ICLN Overweight Relative to FRNW
|
BLOOM ENERGY CORPORATION CLASS A | 6.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
FIRST SOLAR INC | 4.8% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ENPHASE ENERGY INC | 3.2% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.2% |
 |
CHUBU ELECTRIC POWER CO INC | 1.8% |
|
PLUG POWER INC | 1.1% |
|
ENERGISA SA UNITS CONS OF 1 SH + 4 P | 1.0% |
ICLN Underweight Relative to FRNW
|
GE VERONA | -4.9% |
 |
ACCIONA SA | -2.6% |
|
ORMAT TECHNOLOGIES INC | -2.4% |
 |
NORTHLAND POWER INC | -2.1% |
|
VESTAS WIND SYSTEMS A/S | -2.1% |
 |
VERBUND AG | -2.0% |
 |
NORDEX AG | -1.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -1.9% |
|
SUNRUN INC. | -1.9% |
|
ITRON INC | -1.8% |