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
22%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
21%
ALSO IN SMOG
SMOG
66
HOLDINGS
29%
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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 12.6% | 6.3% | 6.3% |
|
FIRST SOLAR INC | 8.6% | 3.3% | 3.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% | 4.6% | 3.1% |
|
NEXTRACKER, INC. CLASS A | 7.3% | 2.0% | 2.0% |
|
ORSTED | 1.6% | 2.0% | 1.6% |
ICLN Overweight Relative to SMOG
 |
CHINA YANGTZE POWER CO LTD-A | 6.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.3% |
|
FIRST SOLAR INC | 5.3% |
|
NEXTRACKER, INC. CLASS A | 5.2% |
|
ENPHASE ENERGY INC | 3.9% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.6% |
 |
SUZLON ENERGY LIMITED | 2.6% |
|
PLUG POWER INC | 2.5% |
 |
CHUBU ELECTRIC POWER CO INC | 2.5% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -8.6% |
 |
IBERDROLA SA | -8.3% |
|
NEXTERA ENERGY GROUP | -7.3% |
 |
ENEL SPA | -6.8% |
|
BYD CO LTD-H | -5.4% |
 |
SAMSUNG SDI CO LTD | -3.7% |
|
RIVIAN AUTOMOTIVE INC-A | -2.9% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.5% |
 |
KINGSPAN GROUP PLC | -2.3% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |