Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
ICLN
100
HOLDINGS
28%
ALSO IN SMOG
SMOG
63
HOLDINGS
38%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.0% | 6.7% | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 6.3% | 4.2% | 4.2% |
 |
FIRST SOLAR INC | 8.9% | 4.0% | 4.0% |
|
DONG ENERGY A/S | 3.1% | 1.9% | 1.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% | 1.4% | 1.4% |
ICLN Overweight Relative to SMOG
 |
SSE PLC | 5.7% |
|
FIRST SOLAR INC | 5.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.3% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.6% |
 |
CHUBU ELECTRIC POWER CO INC | 3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.2% |
|
CENTRAIS ELETRICAS BRASILIER | 2.6% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
 |
SUZLON ENERGY LIMITED | 2.5% |
|
VESTAS WIND SYSTEMS A/S | 2.1% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.9% |
|
NEXTERA ENERGY GROUP | -7.7% |
 |
ENEL SPA | -6.3% |
|
BYD CO LTD-H | -4.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.4% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.3% |
 |
KINGSPAN GROUP PLC | -2.9% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.6% |
|
RIVIAN AUTOMOTIVE INC-A | -2.5% |
|
OWENS CORNING | -2.5% |