Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
28%
ALSO IN SMOG
SMOG
63
HOLDINGS
34%
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 | 6.4% | 7.0% | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 6.3% | 5.1% | 5.1% |
 |
FIRST SOLAR INC | 8.5% | 4.1% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 8.3% | 2.8% | 2.8% |
|
DONG ENERGY A/S | 2.8% | 2.1% | 2.1% |
ICLN Overweight Relative to SMOG
|
BLOOM ENERGY CORPORATION CLASS A | 5.5% |
|
FIRST SOLAR INC | 4.4% |
|
NEXTRACKER, INC. CLASS A | 4.0% |
 |
CHUBU ELECTRIC POWER CO INC | 3.6% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
 |
SUZLON ENERGY LIMITED | 3.1% |
|
ORMAT TECHNOLOGIES INC | 2.0% |
|
ENERGISA SA UNITS CONS OF 1 SH + 4 P | 1.4% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.3% |
|
NEXTERA ENERGY GROUP | -8.1% |
 |
ENEL SPA | -6.4% |
|
BYD CO LTD-H | -4.9% |
|
RIVIAN AUTOMOTIVE INC-A | -3.1% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -3.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.5% |
 |
KINGSPAN GROUP PLC | -2.4% |
 |
SAMSUNG SDI CO LTD | -2.4% |
|
NIO INC. SPONSORED ADR CLASS A | -2.0% |