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
8
Number of overlapping holdings
10.0%
% of ICLN's 98 holdings also in RNWZ
34.8%
% of RNWZ's 23 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RNWZ)
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 RNWZ |
Overlap | |
|---|---|---|---|---|
 |
SSE PLC | 5.8% | 7.8% | 5.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | 4.5% | 3.6% |
 |
IBERDROLA SA | 6.6% | 2.8% | 2.8% |
 |
DONG ENERGY A/S | 2.5% | 7.7% | 2.5% |
 |
NORTHLAND POWER INC | 1.4% | 4.0% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNWZ
 |
FIRST SOLAR INC | 8.3% |
|
ENPHASE ENERGY INC | 5.2% |
 |
SUZLON ENERGY LIMITED | 4.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.4% |
|
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 4.0% |
|
IBERDROLA SA | 3.8% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.6% |
|
CENTRAIS ELETRICAS BRASILIER | 2.2% |
ICLN Underweight Relative to RNWZ
 |
RWE AG | -11.9% |
|
AMERICAN ELECTRIC POWER | -6.4% |
|
DONG ENERGY A/S | -5.2% |
|
ALLETE INC | -4.8% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.6% |
|
P G & E CORP | -4.4% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.8% |
|
ACCIONA SA | -3.8% |
|
ENDESA SA | -3.6% |
 |
MERIDIAN ENERGY LTD | -3.2% |