Fund Overlap

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


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35

Number of overlapping holdings

43.2%

% of ICLN's 101 holdings also in FRNW

70.0%

% 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
FIRST SOLAR INC 9.6% 6.3% 6.3%
VESTAS WIND SYSTEMS A/S 5.3% 3.8% 3.8%
ENPHASE ENERGY INC 6.5% 3.5% 3.5%
DONG ENERGY A/S 4.9% 3.0% 3.0%
NEXTRACKER, INC. CLASS A 2.9% 2.8% 2.8%

Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to FRNW
IBERDROLA SA 6.5%
CONSOLIDATED EDISON INC 6.0%
CHINA YANGTZE POWER CO LTD-A 4.0%
EDP-ENERGIAS DE PORTUGAL SA 3.5%
FIRST SOLAR INC 3.3%
CHUBU ELECTRIC POWER CO INC 3.0%
ENPHASE ENERGY INC 3.0%
SUZLON ENERGY LIMITED 2.6%
EQUATORIAL ENERGIA SA - ORD 2.0%
DONG ENERGY A/S 1.9%
ICLN Underweight Relative to FRNW
BLOOM ENERGY CORPORATION CLASS A -2.8%
CHINA LONGYUAN POWER GROUP-H -2.6%
ITRON INC -2.6%
ACCIONA SA -2.2%
NEOEN S.A. -2.1%
MERIDIAN ENERGY LTD -2.1%
DRAX GROUP PLC -2.0%
CHINA EVERBRIGHT INTL LTD -1.9%
AMERESCO INC-CL A -1.9%
ENCAVIS AG -1.9%
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