Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
23%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
20%
ALSO IN TAN
TAN
28
HOLDINGS
54%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus TAN)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in TAN
Overlap
FIRST SOLAR INC 9.2% 10.0% 9.2%
NEXTRACKER, INC. CLASS A 4.4% 8.7% 4.4%
ENPHASE ENERGY INC 2.2% 6.7% 2.2%
SUNRUN INC. 1.2% 5.9% 1.2%
CLEARWAY ENERGY, INC. CLASS C 1.1% 3.4% 1.1%
ICLN Overweight Relative to TAN
VESTAS WIND SYSTEMS A/S 7.1%
IBERDROLA SA 6.0%
SSE PLC 5.4%
BLOOM ENERGY CORPORATION CLASS A 4.3%
EDP-ENERGIAS DE PORTUGAL SA 4.3%
CHUBU ELECTRIC POWER CO INC 3.5%
CHINA YANGTZE POWER CO LTD-A 3.4%
EQUATORIAL ENERGIA SA - ORD 3.1%
ORMAT TECHNOLOGIES INC 2.4%
CENTRAIS ELETRICAS BRASILIER 2.4%
ICLN Underweight Relative to TAN
GCL POLY ENERGY HOLDINGS LTD -7.8%
SUNRUN INC. -4.7%
ENPHASE ENERGY INC -4.5%
NEXTRACKER, INC. CLASS A -4.4%
XINYI SOLAR HOLDINGS LTD -4.4%
HANNON ARMSTRONG SUSTAINABLE -4.1%
ENLIGHT RENEWABLE ENERGY LTD -4.1%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.6%
SOLAREDGE TECHNOLOGIES, INC. -3.0%
SOLARIA ENERGIA Y MEDIO AMBI -2.8%
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