Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
20
Number of overlapping holdings
54.1%
% of RNRG's 37 holdings also in ICLN
28.6%
% of ICLN's 104 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus ICLN)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RNRG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 7.8% | 3.3% | 3.3% |
 |
CENTRAIS ELETRICAS BRASILIER | 7.8% | 3.0% | 3.0% |
 |
ORMAT TECHNOLOGIES INC | 4.8% | 2.5% | 2.5% |
 |
NORTHLAND POWER INC | 3.8% | 1.6% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.7% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to ICLN
 |
MERIDIAN ENERGY LTD | 6.1% |
 |
VERBUND AG | 5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.0% |
 |
EDP RENOVAVEIS SA | 4.9% |
|
CENTRAIS ELETRICAS BRASILIER | 4.8% |
|
MIGHTY RIVER POWER | 4.8% |
|
DONG ENERGY A/S | 4.5% |
|
ENGIE BRASIL ENERGIA S.A. | 4.4% |
|
CONTACT ENERGY LTD | 4.4% |
 |
BARITO RENEWABLE | 3.4% |
RNRG Underweight Relative to ICLN
|
IBERDROLA SA | -7.6% |
 |
SSE PLC | -6.8% |
|
VESTAS WIND SYSTEMS A/S | -5.6% |
|
FIRST SOLAR INC | -5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | -4.8% |
|
ENPHASE ENERGY INC | -4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.1% |
|
NEXTRACKER, INC. CLASS A | -3.5% |
|
EQUATORIAL ENERGIA SA - ORD | -3.5% |
 |
CHUBU ELECTRIC POWER CO INC | -3.4% |