Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
43.7%
% of ICLN's 98 holdings also in FRNW
64.6%
% of FRNW's 52 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus FRNW)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 6.1% | 4.7% | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.8% | 3.7% | 3.7% |
 |
FIRST SOLAR INC | 5.4% | 3.5% | 3.5% |
|
DONG ENERGY A/S | 3.4% | 3.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to FRNW
 |
IBERDROLA SA | 7.0% |
 |
SSE PLC | 6.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.6% |
 |
SUZLON ENERGY LIMITED | 3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.3% |
|
CENTRAIS ELETRICAS BRASILIER | 3.0% |
|
FIRST SOLAR INC | 1.9% |
|
ENPHASE ENERGY INC | 1.8% |
|
NHPC LTD | 1.8% |
ICLN Underweight Relative to FRNW
|
GE VERONA | -4.2% |
|
ITRON INC | -2.7% |
 |
VINCI SA | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
NEOEN S.A. | -2.5% |
|
ACCIONA SA | -2.5% |
 |
E.ON AG | -2.4% |
|
CHINA LONGYUAN POWER GROUP-H | -2.2% |
 |
VERBUND AG | -2.2% |
|
XINYI SOLAR HOLDINGS LTD | -2.2% |