Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
21%
ALSO IN SMOG
SMOG
65
HOLDINGS
29%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 5.0% | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 3.4% | 4.8% | 3.4% |
|
FIRST SOLAR INC | 7.4% | 3.1% | 3.1% |
|
NEXTRACKER, INC. CLASS A | 7.5% | 1.9% | 1.9% |
|
ORSTED | 1.6% | 2.1% | 1.6% |
ICLN Overweight Relative to SMOG
 |
CHINA YANGTZE POWER CO LTD-A | 7.4% |
|
NEXTRACKER, INC. CLASS A | 5.5% |
|
FIRST SOLAR INC | 4.3% |
|
ENPHASE ENERGY INC | 3.6% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.6% |
|
PLUG POWER INC | 2.6% |
 |
CHUBU ELECTRIC POWER CO INC | 2.5% |
 |
SUZLON ENERGY LIMITED | 2.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.3% |
ICLN Underweight Relative to SMOG
 |
IBERDROLA SA | -8.9% |
|
NEXTERA ENERGY GROUP | -7.9% |
 |
ENEL SPA | -7.0% |
|
TESLA MOTORS INC | -7.0% |
|
BYD CO LTD-H | -6.0% |
 |
SAMSUNG SDI CO LTD | -3.9% |
|
RIVIAN AUTOMOTIVE INC-A | -2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.8% |
 |
KINGSPAN GROUP PLC | -2.3% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |