Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
28%
ALSO IN SMOG
SMOG
62
HOLDINGS
38%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 5.7% | 6.5% | 5.7% |
 |
FIRST SOLAR INC | 9.2% | 4.2% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 5.9% | 4.0% | 4.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 2.4% | 2.4% |
|
NEXTRACKER, INC. CLASS A | 4.2% | 1.5% | 1.5% |
ICLN Overweight Relative to SMOG
 |
SSE PLC | 5.0% |
|
FIRST SOLAR INC | 5.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.6% |
 |
CHUBU ELECTRIC POWER CO INC | 3.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.1% |
|
NEXTRACKER, INC. CLASS A | 2.7% |
|
CENTRAIS ELETRICAS BRASILIER | 2.6% |
 |
SUZLON ENERGY LIMITED | 2.3% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.1% |
|
NEXTERA ENERGY GROUP | -7.4% |
 |
ENEL SPA | -6.1% |
|
BYD CO LTD-H | -4.2% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.7% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.7% |
|
NIO INC. SPONSORED ADR CLASS A | -2.6% |