Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
28.6%
% of ICLN's 97 holdings also in RNRG
54.1%
% of RNRG's 37 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RNRG)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 3.3% | 7.8% | 3.3% |
 |
CENTRAIS ELETRICAS BRASILIER | 3.0% | 7.8% | 3.0% |
 |
ORMAT TECHNOLOGIES INC | 2.5% | 4.8% | 2.5% |
 |
NORTHLAND POWER INC | 1.6% | 3.8% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.5% | 2.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNRG
 |
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% |
ICLN Underweight Relative to RNRG
 |
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% |