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
15%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
4%
ALSO IN WATS
WATS
23
HOLDINGS
13%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus WATS)
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 WATS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 11.4% | 7.5% | 7.5% |
|
ENPHASE ENERGY INC | 4.9% | 6.6% | 4.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.5% | 6.0% | 2.5% |
ICLN Overweight Relative to WATS
|
FIRST SOLAR INC | 8.8% |
|
NEXTRACKER, INC. CLASS A | 7.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.0% |
|
PLUG POWER INC | 3.0% |
 |
VESTAS WIND SYSTEMS A/S | 2.6% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 1.9% |
 |
CHUBU ELECTRIC POWER CO INC | 1.8% |
ICLN Underweight Relative to WATS
|
TESLA MOTORS INC | -13.8% |
|
FLUENCE ENERGY INC CLASS A | -5.5% |
|
ENERSYS | -4.5% |
|
SUNRUN INC. | -4.4% |
|
ENERGY VAULT HOLDINGS, INC. | -3.7% |
|
ENOVIX CORPORATION | -3.5% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.4% |
|
AMPRIUS TECHNOLOGIES INC | -3.3% |
|
GENERAC HOLDINGS INC | -3.2% |