Fund Overlap

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


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OVERLAP
27%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING HOLDINGS
ICLN
102
HOLDINGS
29%
ALSO IN SMOG
SMOG
63
HOLDINGS
39%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in SMOG
Overlap
IBERDROLA SA 6.2% 7.4% 6.2%
VESTAS WIND SYSTEMS A/S 6.0% 3.9% 3.9%
FIRST SOLAR INC 7.8% 3.4% 3.4%
DONG ENERGY A/S 2.7% 1.8% 1.8%
NEXTRACKER, INC. CLASS A 4.4% 1.4% 1.4%
ICLN Overweight Relative to SMOG
SSE PLC 6.5%
FIRST SOLAR INC 4.4%
CHINA YANGTZE POWER CO LTD-A 4.3%
EDP-ENERGIAS DE PORTUGAL SA 3.8%
EQUATORIAL ENERGIA SA - ORD 3.5%
NEXTRACKER, INC. CLASS A 2.9%
SUZLON ENERGY LIMITED 2.7%
CENTRAIS ELETRICAS BRASILIER 2.6%
CHUBU ELECTRIC POWER CO INC 2.4%
VESTAS WIND SYSTEMS A/S 2.1%
ICLN Underweight Relative to SMOG
TESLA MOTORS INC -8.1%
NEXTERA ENERGY GROUP -7.9%
ENEL SPA -6.8%
BYD CO LTD-H -5.4%
LI AUTO, INC. SPONSORED ADR CLASS A -3.8%
XPENG, INC. ADR SPONSORED CLASS A -3.2%
KINGSPAN GROUP PLC -3.1%
RIVIAN AUTOMOTIVE INC-A -3.0%
OWENS CORNING -2.5%
CENTRAIS ELEC BRAS-SP ADR CM -2.5%
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