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
18%

OVERLAP
BY WEIGHT
21

# OF OVERLAPPING
HOLDINGS
ICLN
100
HOLDINGS
28%
ALSO IN RNRG
RNRG
35
HOLDINGS
62%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus RNRG)
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 RNRG
Overlap
ORMAT TECHNOLOGIES INC 3.1% 3.9% 3.1%
ORSTED 2.1% 6.8% 2.1%
CLEARWAY ENERGY, INC. CLASS C 2.0% 2.6% 2.0%
SUNRUN INC. 1.4% 2.3% 1.4%
SOLARIA ENERGIA Y MEDIO AMBI 1.1% 2.5% 1.1%
ICLN Overweight Relative to RNRG
BLOOM ENERGY CORPORATION CLASS A 11.0%
NEXTRACKER, INC. CLASS A 9.5%
FIRST SOLAR INC 6.0%
IBERDROLA SA 5.8%
CHINA YANGTZE POWER CO LTD-A 4.4%
EQUATORIAL ENERGIA SA - ORD 3.2%
VESTAS WIND SYSTEMS A/S 2.7%
ENPHASE ENERGY INC 2.4%
EDP-ENERGIAS DE PORTUGAL SA 2.3%
PLUG POWER INC 2.2%
ICLN Underweight Relative to RNRG
AXIA ENERGIA -7.0%
VERBUND AG -5.6%
EDP RENOVAVEIS SA -5.3%
MERIDIAN ENERGY LTD -5.1%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
ENLIGHT RENEWABLE ENERGY LTD -4.9%
ORSTED -4.6%
ENGIE BRASIL ENERGIA S.A. -4.1%
MIGHTY RIVER POWER -4.0%
CONTACT ENERGY LTD -3.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY