Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
28%
ALSO IN SMOG
SMOG
64
HOLDINGS
35%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
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 SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 5.6% | 7.3% | 5.6% |
 |
BLOOM ENERGY CORPORATION CLASS A | 9.7% | 4.0% | 4.0% |
|
FIRST SOLAR INC | 6.6% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 10.0% | 2.4% | 2.4% |
 |
VESTAS WIND SYSTEMS A/S | 2.3% | 4.6% | 2.3% |
ICLN Overweight Relative to SMOG
|
NEXTRACKER, INC. CLASS A | 7.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.7% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.5% |
|
FIRST SOLAR INC | 3.8% |
|
ENPHASE ENERGY INC | 3.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.0% |
ICLN Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.2% |
|
TESLA MOTORS INC | -6.8% |
 |
ENEL SPA | -6.7% |
|
BYD CO LTD-H | -5.3% |
 |
SAMSUNG SDI CO LTD | -2.9% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.4% |
|
RIVIAN AUTOMOTIVE INC-A | -2.4% |
|
VESTAS WIND SYSTEMS A/S | -2.2% |
|
LG ENERGY SOLUTION LTD. | -2.2% |