Fund Overlap

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


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OVERLAP
19%

OVERLAP
BY WEIGHT
29

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
39%
ALSO IN ERTH
ERTH
196
HOLDINGS
19%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ERTH)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in ERTH
Overlap
FIRST SOLAR INC 8.4% 3.8% 3.8%
VESTAS WIND SYSTEMS A/S 3.3% 3.8% 3.3%
NEXTRACKER, INC. CLASS A 7.1% 2.6% 2.6%
ENLIGHT RENEWABLE ENERGY LTD 1.7% 1.7% 1.7%
NORDEX AG 1.0% 1.0% 1.0%
ICLN Overweight Relative to ERTH
BLOOM ENERGY CORPORATION CLASS A 11.7%
CHINA YANGTZE POWER CO LTD-A 6.8%
FIRST SOLAR INC 4.7%
NEXTRACKER, INC. CLASS A 4.5%
ENPHASE ENERGY INC 3.6%
EQUATORIAL ENERGIA SA - ORD 2.9%
PLUG POWER INC 2.5%
EDP-ENERGIAS DE PORTUGAL SA 2.5%
CHUBU ELECTRIC POWER CO INC 2.3%
SOLAREDGE TECHNOLOGIES, INC. 2.2%
ICLN Underweight Relative to ERTH
DIGITAL REALTY TRUST INC -5.1%
TESLA MOTORS INC -5.0%
NVIDIA CORP -4.8%
BYD CO LTD-H -4.3%
WEYERHAEUSER CO -2.5%
CONTEMPORARY AMPEREX TECHN-H -2.3%
CONTEMPORARY AMPEREX TECHNOLOGY CO., -2.2%
KINGSPAN GROUP PLC -2.1%
SCENTRE GROUP -2.0%
RIVIAN AUTOMOTIVE INC-A -1.9%
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