Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
21.4%
% of ICLN's 97 holdings also in TAN
51.7%
% of TAN's 29 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus TAN)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.4% | 11.3% | 5.4% |
|
ENPHASE ENERGY INC | 4.3% | 10.5% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 10.1% | 3.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.5% | 4.1% | 1.5% |
|
SUNRUN INC. | 0.7% | 4.9% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to TAN
 |
IBERDROLA SA | 7.6% |
 |
SSE PLC | 6.8% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.5% |
 |
CHUBU ELECTRIC POWER CO INC | 3.4% |
|
DONG ENERGY A/S | 3.3% |
 |
SUZLON ENERGY LIMITED | 3.2% |
|
CENTRAIS ELETRICAS BRASILIER | 3.0% |
ICLN Underweight Relative to TAN
|
NEXTRACKER, INC. CLASS A | -6.6% |
|
ENPHASE ENERGY INC | -6.2% |
|
FIRST SOLAR INC | -5.8% |
|
GCL POLY ENERGY HOLDINGS LTD | -5.6% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.3% |
|
SUNRUN INC. | -4.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.0% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.6% |
|
JINKOSOLAR HOLDING CO-ADR | -2.6% |