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

17.5%

% of ICLN's 100 holdings also in WNDY

56.0%

% of WNDY's 25 holdings also in ICLN

Overlap by Weight
Sector Drift (ICLN minus WNDY)
Overlapping Holdings

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Company Weight
in ICLN
Weight
in WNDY
Overlap
VESTAS WIND SYSTEMS A/S 5.7% 13.5% 5.7%
DONG ENERGY A/S 2.9% 10.2% 2.9%
NORTHLAND POWER INC 1.4% 9.6% 1.4%
NORDEX AG 0.9% 4.9% 0.9%
BORALEX INC -CL 'A' 0.7% 4.0% 0.7%

Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to WNDY
FIRST SOLAR INC 7.0%
SSE PLC 6.2%
IBERDROLA SA 5.9%
ENPHASE ENERGY INC 5.0%
SUZLON ENERGY LIMITED 4.7%
CHINA YANGTZE POWER CO LTD-A 4.7%
NEXTRACKER, INC. CLASS A 4.3%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
CHUBU ELECTRIC POWER CO INC 3.1%
EQUATORIAL ENERGIA SA - ORD 3.0%
ICLN Underweight Relative to WNDY
NORTHLAND POWER INC -8.2%
VESTAS WIND SYSTEMS A/S -7.8%
DONG ENERGY A/S -7.3%
MING YANG SMART ENERGY GROUP LIMITED -6.6%
CECEP WIND-POWER CORP CLASS A -4.5%
CHINA LONGYUAN POWER GROUP-H -4.5%
CADELER A/S -4.3%
NORDEX AG -4.1%
TERNA ENERGY SA -3.8%
DAJIN HEAVY INDUSTRY CO., LTD. CLASS -3.6%
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