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   
OVERLAP
32%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
60%
ALSO IN ICLN
ICLN
106
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN 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 TAN
Weight
in ICLN
Overlap
FIRST SOLAR INC 12.1% 8.2% 8.2%
NEXTRACKER, INC. CLASS A 9.7% 6.7% 6.7%
ENPHASE ENERGY INC 8.2% 4.7% 4.7%
ENLIGHT RENEWABLE ENERGY LTD 7.3% 2.1% 2.1%
CLEARWAY ENERGY, INC. CLASS C 2.8% 2.0% 2.0%
TAN Overweight Relative to ICLN
ENLIGHT RENEWABLE ENERGY LTD 5.2%
SUNRUN INC. 4.8%
SOLAREDGE TECHNOLOGIES, INC. 4.1%
HANNON ARMSTRONG SUSTAINABLE 4.0%
FIRST SOLAR INC 3.9%
ENPHASE ENERGY INC 3.5%
DORAL GROUP RENEWABLE ENERGY RESOURC 3.2%
GCL POLY ENERGY HOLDINGS LTD 3.1%
NEXTRACKER, INC. CLASS A 3.0%
GRENERGY RENOVABLES S.A 2.4%
TAN Underweight Relative to ICLN
CHINA YANGTZE POWER CO LTD-A -7.5%
BLOOM ENERGY CORPORATION CLASS A -6.8%
VESTAS WIND SYSTEMS A/S -4.3%
EQUATORIAL ENERGIA SA - ORD -3.0%
PLUG POWER INC -2.9%
EDP-ENERGIAS DE PORTUGAL SA -2.8%
CHUBU ELECTRIC POWER CO INC -2.6%
SUZLON ENERGY LIMITED -2.0%
ORSTED -1.5%
NORDEX AG -1.5%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY