Fund Overlap

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


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OVERLAP
25%

OVERLAP
BY WEIGHT
14

# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
21%
ALSO IN TAN
TAN
28
HOLDINGS
50%
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 8.9% 10.3% 8.9%
NEXTRACKER, INC. CLASS A 6.1% 10.5% 6.1%
ENPHASE ENERGY INC 1.7% 6.7% 1.7%
SUNRUN INC. 1.6% 6.8% 1.6%
CLEARWAY ENERGY, INC. CLASS C 1.4% 3.2% 1.4%
ICLN Overweight Relative to TAN
BLOOM ENERGY CORPORATION CLASS A 9.5%
IBERDROLA SA 6.3%
VESTAS WIND SYSTEMS A/S 5.5%
CHUBU ELECTRIC POWER CO INC 3.8%
EQUATORIAL ENERGIA SA - ORD 3.6%
CHINA YANGTZE POWER CO LTD-A 3.5%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ORMAT TECHNOLOGIES INC 3.1%
SUZLON ENERGY LIMITED 3.1%
DONG ENERGY A/S 2.7%
ICLN Underweight Relative to TAN
GCL POLY ENERGY HOLDINGS LTD -6.0%
SUNRUN INC. -5.2%
ENPHASE ENERGY INC -5.0%
XINYI SOLAR HOLDINGS LTD -4.5%
NEXTRACKER, INC. CLASS A -4.4%
SOLAREDGE TECHNOLOGIES, INC. -4.1%
HANNON ARMSTRONG SUSTAINABLE -4.0%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.3%
ARRAY TECHNOLOGIES INC -3.1%
ENLIGHT RENEWABLE ENERGY LTD -3.1%
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