Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
17%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
26%
ALSO IN RNRG
RNRG
36
HOLDINGS
56%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus RNRG)
OVERLAPPING HOLDINGS

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in ICLN
Weight
in RNRG
Overlap
ORMAT TECHNOLOGIES INC 3.4% 4.4% 3.4%
SUNRUN INC. 2.1% 3.6% 2.1%
CLEARWAY ENERGY, INC. CLASS C 2.0% 2.6% 2.0%
DONG ENERGY A/S 1.9% 6.3% 1.9%
CHINA LONGYUAN POWER GROUP-H 1.1% 2.3% 1.1%
ICLN Overweight Relative to RNRG
NEXTRACKER, INC. CLASS A 10.0%
BLOOM ENERGY CORPORATION CLASS A 9.7%
FIRST SOLAR INC 6.6%
IBERDROLA SA 5.6%
CHINA YANGTZE POWER CO LTD-A 4.5%
ENPHASE ENERGY INC 3.9%
EQUATORIAL ENERGIA SA - ORD 2.8%
VESTAS WIND SYSTEMS A/S 2.3%
SUZLON ENERGY LIMITED 2.2%
EDP-ENERGIAS DE PORTUGAL SA 2.1%
ICLN Underweight Relative to RNRG
AXIA ENERGIA -6.3%
MERIDIAN ENERGY LTD -5.8%
VERBUND AG -5.6%
EDP RENOVAVEIS SA -5.1%
BARITO RENEWABLE -5.0%
BROOKFIELD RENEWABLE PARTNERS LP -4.8%
DONG ENERGY A/S -4.4%
MIGHTY RIVER POWER -4.3%
CONTACT ENERGY LTD -4.2%
ENLIGHT RENEWABLE ENERGY LTD -4.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY