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

22
Number of overlapping holdings
29.3%
% of ICLN's 102 holdings also in SMOG
39.3%
% of SMOG's 63 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus SMOG)
Overlapping Holdings
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Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
---|---|---|---|---|
IBERDROLA SA | 5.9% | 8.1% | 5.9% | |
VESTAS WIND SYSTEMS A/S | 6.1% | 4.1% | 4.1% | |
FIRST SOLAR INC | 8.9% | 3.6% | 3.6% | |
DONG ENERGY A/S | 2.6% | 2.2% | 2.2% | |
ENPHASE ENERGY INC | 3.1% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to SMOG
SSE PLC | 6.2% | |
FIRST SOLAR INC | 5.3% | |
NEXTRACKER, INC. CLASS A | 4.5% | |
CHINA YANGTZE POWER CO LTD-A | 4.3% | |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | |
EQUATORIAL ENERGIA SA - ORD | 3.6% | |
SUZLON ENERGY LIMITED | 2.7% | |
CENTRAIS ELETRICAS BRASILIER | 2.6% | |
CHUBU ELECTRIC POWER CO INC | 2.3% | |
VESTAS WIND SYSTEMS A/S | 2.0% |
ICLN Underweight Relative to SMOG
TESLA MOTORS INC | -9.8% | |
NEXTERA ENERGY GROUP | -7.6% | |
ENEL SPA | -7.3% | |
BYD CO LTD-H | -6.1% | |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.5% | |
XPENG, INC. ADR SPONSORED CLASS A | -3.4% | |
KINGSPAN GROUP PLC | -2.8% | |
RIVIAN AUTOMOTIVE INC-A | -2.8% | |
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% | |
OWENS CORNING | -2.4% |