Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
24%
ALSO IN RNRG
RNRG
35
HOLDINGS
53%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
CLEARWAY ENERGY, INC. CLASS C | 1.7% | 2.5% | 1.7% |
 |
ORSTED | 1.5% | 6.6% | 1.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.4% | 7.4% | 1.4% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 0.9% | 2.6% | 0.9% |
|
EDP RENOVAVEIS SA | 0.8% | 6.1% | 0.8% |
ICLN Overweight Relative to RNRG
|
BLOOM ENERGY CORPORATION CLASS A | 11.4% |
|
FIRST SOLAR INC | 8.8% |
|
NEXTRACKER, INC. CLASS A | 7.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
ENPHASE ENERGY INC | 4.9% |
|
PLUG POWER INC | 3.0% |
|
VESTAS WIND SYSTEMS A/S | 2.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.2% |
ICLN Underweight Relative to RNRG
|
ENLIGHT RENEWABLE ENERGY LTD | -6.0% |
 |
MERIDIAN ENERGY LTD | -5.6% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.5% |
|
AXIA ENERGIA | -5.4% |
|
EDP RENOVAVEIS SA | -5.3% |
|
ORSTED | -5.0% |
 |
VERBUND AG | -5.0% |
|
ORMAT TECHNOLOGIES INC | -4.8% |
|
MIGHTY RIVER POWER | -4.3% |
|
ENGIE BRASIL ENERGIA S.A. | -3.9% |