Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
36%
ALSO IN ERTH
ERTH
117
HOLDINGS
23%
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 | 9.2% | 4.1% | 4.1% |
 |
VESTAS WIND SYSTEMS A/S | 7.1% | 3.7% | 3.7% |
|
NEXTRACKER, INC. CLASS A | 4.4% | 1.8% | 1.8% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 1.0% | 1.0% |
|
ENPHASE ENERGY INC | 2.2% | 0.9% | 0.9% |
ICLN Overweight Relative to ERTH
 |
IBERDROLA SA | 6.0% |
 |
SSE PLC | 5.4% |
|
FIRST SOLAR INC | 5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.5% |
|
VESTAS WIND SYSTEMS A/S | 3.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.1% |
|
NEXTRACKER, INC. CLASS A | 2.6% |
ICLN Underweight Relative to ERTH
|
NVIDIA CORP | -6.5% |
|
DIGITAL REALTY TRUST INC | -4.7% |
|
TESLA MOTORS INC | -4.6% |
|
BYD CO LTD-H | -3.7% |
|
LI AUTO, INC. CLASS A | -3.1% |
 |
LG ENERGY SOLUTION LTD. | -2.7% |
 |
KINGSPAN GROUP PLC | -2.6% |
|
XPENG, INC. CLASS A | -2.5% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.1% |
 |
CAPITAMALL TRUST | -2.0% |