Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
26%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ICLN
100
HOLDINGS
28%
ALSO IN SMOG
SMOG
65
HOLDINGS
35%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 5.9% | 7.5% | 5.9% |
 |
BLOOM ENERGY CORPORATION CLASS A | 9.5% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 6.8% | 2.9% | 2.9% |
|
NEXTRACKER, INC. CLASS A | 9.6% | 2.3% | 2.3% |
 |
VESTAS WIND SYSTEMS A/S | 2.2% | 4.2% | 2.2% |
ICLN Overweight Relative to SMOG
|
NEXTRACKER, INC. CLASS A | 7.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.4% |
|
FIRST SOLAR INC | 4.0% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.9% |
|
ENPHASE ENERGY INC | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.2% |
 |
SUZLON ENERGY LIMITED | 2.2% |
 |
CHUBU ELECTRIC POWER CO INC | 2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.1% |
ICLN Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.5% |
|
TESLA MOTORS INC | -6.8% |
 |
ENEL SPA | -6.5% |
|
BYD CO LTD-H | -5.5% |
 |
SAMSUNG SDI CO LTD | -3.0% |
|
RIVIAN AUTOMOTIVE INC-A | -2.8% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.5% |
|
LG ENERGY SOLUTION LTD. | -2.2% |
|
VESTAS WIND SYSTEMS A/S | -2.0% |