Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
22.9%
% of ICLN's 97 holdings also in RAYS
37.2%
% of RAYS's 44 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RAYS)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.4% | 7.8% | 5.4% |
|
ENPHASE ENERGY INC | 4.3% | 9.8% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 6.6% | 3.5% |
 |
HANWHA CHEMICAL CORP | 0.8% | 3.1% | 0.8% |
|
SUNRUN INC. | 0.7% | 3.2% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RAYS
 |
IBERDROLA SA | 7.6% |
 |
SSE PLC | 6.8% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.5% |
 |
CHUBU ELECTRIC POWER CO INC | 3.4% |
|
DONG ENERGY A/S | 3.3% |
 |
SUZLON ENERGY LIMITED | 3.2% |
|
CENTRAIS ELETRICAS BRASILIER | 3.0% |
ICLN Underweight Relative to RAYS
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -10.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -7.1% |
|
ENPHASE ENERGY INC | -5.4% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
|
NEXTRACKER, INC. CLASS A | -3.0% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -2.9% |
|
XINYI SOLAR HOLDINGS LTD | -2.6% |
|
SUNRUN INC. | -2.5% |