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
13%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
16%
ALSO IN PBW
PBW
70
HOLDINGS
20%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus PBW)
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 PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 15.5% | 2.6% | 2.6% |
|
FIRST SOLAR INC | 8.9% | 1.5% | 1.5% |
|
ENPHASE ENERGY INC | 5.0% | 1.4% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.5% | 1.4% | 1.4% |
|
PLUG POWER INC | 2.9% | 1.4% | 1.4% |
ICLN Overweight Relative to PBW
|
BLOOM ENERGY CORPORATION CLASS A | 13.0% |
|
FIRST SOLAR INC | 7.4% |
|
NEXTRACKER, INC. CLASS A | 6.3% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.7% |
|
ENPHASE ENERGY INC | 3.6% |
 |
VESTAS WIND SYSTEMS A/S | 3.0% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.4% |
 |
SUZLON ENERGY LIMITED | 2.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.1% |
 |
CHUBU ELECTRIC POWER CO INC | 2.0% |
ICLN Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -3.0% |
|
ASPEN AEROGELS INC | -2.2% |
 |
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
FLUENCE ENERGY INC CLASS A | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |
|
LIFEZONE HOLDINGS LTD | -1.7% |