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
18
# OF OVERLAPPING
HOLDINGS
ICLN
100
HOLDINGS
24%
ALSO IN RAYS
RAYS
1
HOLDINGS
40%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus RAYS)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.9% | 8.0% | 8.0% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 7.3% | 3.8% |
|
ENPHASE ENERGY INC | 2.0% | 4.9% | 2.0% |
|
SUNRUN INC. | 1.0% | 1.9% | 1.0% |
 |
XINYI SOLAR HOLDINGS LTD | 0.9% | 2.5% | 0.9% |
ICLN Overweight Relative to RAYS
 |
VESTAS WIND SYSTEMS A/S | 6.3% |
 |
IBERDROLA SA | 6.0% |
 |
SSE PLC | 5.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.3% |
|
CHINA YANGTZE POWER CO LTD-A | 3.6% |
 |
CHUBU ELECTRIC POWER CO INC | 3.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.2% |
|
DONG ENERGY A/S | 3.1% |
|
CENTRAIS ELETRICAS BRASILIER | 2.6% |
ICLN Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.7% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.1% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
|
ZHEJIANG CHINT ELECTRICS-A | -4.0% |
|
NEXTRACKER, INC. CLASS A | -3.5% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.5% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.2% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -2.9% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.9% |
|
ENPHASE ENERGY INC | -2.9% |