Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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39
Number of overlapping holdings
44.8%
% of ICLN's 100 holdings also in FRNW
78.0%
% of FRNW's 65 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus FRNW)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 8.2% | 5.0% | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 5.4% | 4.8% | 4.8% |
|
FIRST SOLAR INC | 9.7% | 4.2% | 4.2% |
|
DONG ENERGY A/S | 5.2% | 4.0% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to FRNW
|
FIRST SOLAR INC | 5.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.9% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
|
ENPHASE ENERGY INC | 3.2% |
 |
SUZLON ENERGY LIMITED | 3.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.8% |
|
NHPC LTD | 2.1% |
 |
CIA ENERGETICA MINAS GER-PRF | 1.9% |
 |
HANWHA CHEMICAL CORP | 1.6% |
|
ENERGISA SA UNITS CONS OF 1 SH + 4 P | 1.6% |
ICLN Underweight Relative to FRNW
 |
MERIDIAN ENERGY LTD | -2.5% |
|
XINYI SOLAR HOLDINGS LTD | -2.4% |
 |
DRAX GROUP PLC | -2.3% |
|
CHINA LONGYUAN POWER GROUP-H | -2.1% |
 |
ACCIONA SA | -2.0% |
 |
LANDIS+GYR GROUP AG | -1.8% |
 |
ENERGIX-RENEWABLE ENERGIES LTD. | -1.8% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -1.7% |
|
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -1.6% |
 |
VERBUND AG | -1.6% |