Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
41.5%
% of ICLN's 99 holdings also in FRNW
68.0%
% of FRNW's 66 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 | 4.3% | 4.0% | 4.0% |
 |
FIRST SOLAR INC | 8.2% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 5.4% | 3.6% | 3.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% | 3.6% | 3.6% |
|
DONG ENERGY A/S | 2.8% | 3.4% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to FRNW
 |
IBERDROLA SA | 6.4% |
 |
SSE PLC | 6.2% |
|
FIRST SOLAR INC | 4.2% |
 |
SUZLON ENERGY LIMITED | 4.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.2% |
 |
CHUBU ELECTRIC POWER CO INC | 3.9% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.7% |
|
CENTRAIS ELETRICAS BRASILIER | 2.2% |
|
ENPHASE ENERGY INC | 1.8% |
|
NHPC LTD | 1.7% |
ICLN Underweight Relative to FRNW
|
GE VERONA | -5.2% |
|
ACCIONA SA | -2.2% |
|
CHINA LONGYUAN POWER GROUP-H | -2.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.1% |
 |
MIGHTY RIVER POWER | -2.1% |
 |
ENCAVIS AG-TEND | -2.0% |
|
MERIDIAN ENERGY LTD | -2.0% |
 |
LANDIS+GYR GROUP AG | -2.0% |
|
SUNRUN INC. | -1.8% |
|
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -1.8% |