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
14
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
19%
ALSO IN SMOG
SMOG
64
HOLDINGS
26%
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 | 9.8% | 6.4% | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.1% | 4.5% | 4.1% |
|
FIRST SOLAR INC | 7.0% | 2.7% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 7.0% | 1.6% | 1.6% |
|
ORSTED | 1.5% | 1.9% | 1.5% |
ICLN Overweight Relative to SMOG
 |
CHINA YANGTZE POWER CO LTD-A | 8.1% |
|
NEXTRACKER, INC. CLASS A | 5.3% |
 |
EQUATORIAL ENERGIA SA - ORD | 4.4% |
|
FIRST SOLAR INC | 4.4% |
|
ENPHASE ENERGY INC | 3.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.0% |
 |
CHUBU ELECTRIC POWER CO INC | 2.5% |
|
PLUG POWER INC | 2.3% |
|
ENERGISA SA UNITS CONS OF 1 SH + 4 P | 2.0% |
ICLN Underweight Relative to SMOG
 |
IBERDROLA SA | -8.8% |
|
TESLA MOTORS INC | -8.6% |
|
NEXTERA ENERGY GROUP | -6.7% |
 |
ENEL SPA | -6.4% |
|
BYD CO LTD-H | -5.2% |
 |
SAMSUNG SDI CO LTD | -4.4% |
|
AXIA ENERGIA | -3.8% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.1% |