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
20%

OVERLAP
BY WEIGHT
19

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
26%
ALSO IN RNRG
RNRG
38
HOLDINGS
51%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus RNRG)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in RNRG
Overlap
AXIA ENERGIA 5.0% 7.9% 5.0%
ORMAT TECHNOLOGIES INC 2.8% 4.3% 2.8%
ENLIGHT RENEWABLE ENERGY LTD 2.2% 5.2% 2.2%
CLEARWAY ENERGY, INC. CLASS C 2.0% 3.0% 2.0%
ORSTED 1.5% 6.0% 1.5%
ICLN Overweight Relative to RNRG
FIRST SOLAR INC 8.1%
NEXTRACKER, INC. CLASS A 7.6%
IBERDROLA SA 6.9%
BLOOM ENERGY CORPORATION CLASS A 5.6%
CHINA YANGTZE POWER CO LTD-A 5.4%
VESTAS WIND SYSTEMS A/S 3.2%
EQUATORIAL ENERGIA SA - ORD 3.1%
ENPHASE ENERGY INC 2.9%
CHUBU ELECTRIC POWER CO INC 2.8%
EDP-ENERGIAS DE PORTUGAL SA 2.2%
ICLN Underweight Relative to RNRG
VERBUND AG -7.3%
EDP RENOVAVEIS SA -5.0%
MERIDIAN ENERGY LTD -4.8%
ENGIE BRASIL ENERGIA S.A. -4.6%
BROOKFIELD RENEWABLE PARTNERS LP -4.5%
ORSTED -4.5%
MIGHTY RIVER POWER -4.3%
BARITO RENEWABLE -4.3%
CONTACT ENERGY LTD -4.1%
CHINA POWER INTERNATIONAL -3.2%
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