Fund Overlap

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


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OVERLAP
24%

OVERLAP
BY WEIGHT
14

# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
21%
ALSO IN TAN
TAN
28
HOLDINGS
50%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus TAN)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in TAN
Overlap
FIRST SOLAR INC 8.5% 10.3% 8.5%
NEXTRACKER, INC. CLASS A 5.8% 10.5% 5.8%
ENPHASE ENERGY INC 1.9% 6.7% 1.9%
SUNRUN INC. 1.4% 6.8% 1.4%
CLEARWAY ENERGY, INC. CLASS C 1.2% 3.2% 1.2%
ICLN Overweight Relative to TAN
BLOOM ENERGY CORPORATION CLASS A 8.3%
IBERDROLA SA 6.4%
VESTAS WIND SYSTEMS A/S 6.3%
CHUBU ELECTRIC POWER CO INC 3.6%
EQUATORIAL ENERGIA SA - ORD 3.6%
CHINA YANGTZE POWER CO LTD-A 3.5%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ORMAT TECHNOLOGIES INC 3.1%
SUZLON ENERGY LIMITED 3.1%
DONG ENERGY A/S 2.8%
ICLN Underweight Relative to TAN
GCL POLY ENERGY HOLDINGS LTD -6.0%
SUNRUN INC. -5.4%
ENPHASE ENERGY INC -4.8%
NEXTRACKER, INC. CLASS A -4.6%
XINYI SOLAR HOLDINGS LTD -4.5%
SOLAREDGE TECHNOLOGIES, INC. -4.2%
HANNON ARMSTRONG SUSTAINABLE -4.0%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.3%
ENLIGHT RENEWABLE ENERGY LTD -3.1%
ARRAY TECHNOLOGIES INC -3.1%
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