Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
17.1%
% of ICLN's 102 holdings also in VCLN
34.1%
% of VCLN's 45 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus VCLN)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.3% | 9.4% | 9.3% |
|
ENPHASE ENERGY INC | 7.0% | 7.7% | 7.0% |
 |
IBERDROLA SA | 6.2% | 3.4% | 3.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.1% | 3.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.0% | 3.3% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to VCLN
 |
CHINA YANGTZE POWER CO LTD-A | 4.2% |
|
CONSOLIDATED EDISON INC | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.1% |
|
IBERDROLA SA | 2.8% |
 |
SUZLON ENERGY LIMITED | 2.5% |
|
DONG ENERGY A/S | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.0% |
 |
EQUATORIAL ENERGIA SA - ORD | 1.9% |
|
VESTAS WIND SYSTEMS A/S | 1.8% |
|
NHPC LTD | 1.8% |
ICLN Underweight Relative to VCLN
 |
FORTUM OYJ | -3.2% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
AES CORP | -2.5% |
 |
PRYSMIAN SPA | -2.5% |
|
ENLINK MIDSTREAM LLC | -2.4% |
 |
SSE PLC | -2.4% |
 |
ABB LTD. | -2.3% |
 |
CAMECO CORP | -2.3% |
|
TE CONNECTIVITY | -2.3% |
 |
NEXANS SA | -2.2% |