Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
10%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
13%
ALSO IN SDG
SDG
118
HOLDINGS
10%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SDG)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in SDG
Overlap
FIRST SOLAR INC 8.8% 4.8% 4.8%
VESTAS WIND SYSTEMS A/S 2.6% 3.4% 2.6%
ORSTED 1.5% 0.8% 0.8%
SUZLON ENERGY LIMITED 2.2% 0.4% 0.4%
CHINA LONGYUAN POWER GROUP-H 0.7% 0.3% 0.3%
ICLN Overweight Relative to SDG
BLOOM ENERGY CORPORATION CLASS A 11.4%
NEXTRACKER, INC. CLASS A 7.2%
CHINA YANGTZE POWER CO LTD-A 5.4%
ENPHASE ENERGY INC 4.9%
FIRST SOLAR INC 4.0%
PLUG POWER INC 3.0%
SOLAREDGE TECHNOLOGIES, INC. 2.5%
EQUATORIAL ENERGIA SA - ORD 2.3%
EDP-ENERGIAS DE PORTUGAL SA 1.9%
CHUBU ELECTRIC POWER CO INC 1.8%
ICLN Underweight Relative to SDG
MARVELL TECHNOLOGY, INC. -5.7%
WIWYNN CORP. -4.5%
NOVARTIS AG -3.7%
NVIDIA CORP -3.6%
WH GROUP LTD -3.4%
UNI-PRESIDENT ENTERPRISES CO -3.1%
EAST JAPAN RAILWAY CO -3.0%
KIMBERLY-CLARK CORP -2.9%
LI AUTO, INC. CLASS A -2.4%
XPENG, INC. CLASS A -2.0%
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