Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
9.6%
% of ICLN's 100 holdings also in RNWZ
34.8%
% of RNWZ's 23 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RNWZ)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RNWZ |
Overlap | |
|---|---|---|---|---|
 |
SSE PLC | 6.2% | 8.0% | 6.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.0% | 4.8% | 4.0% |
 |
DONG ENERGY A/S | 3.2% | 9.2% | 3.2% |
 |
IBERDROLA SA | 6.4% | 2.6% | 2.6% |
 |
NORTHLAND POWER INC | 1.5% | 4.0% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNWZ
 |
FIRST SOLAR INC | 7.7% |
|
VESTAS WIND SYSTEMS A/S | 4.6% |
|
ENPHASE ENERGY INC | 4.3% |
 |
SUZLON ENERGY LIMITED | 4.2% |
 |
CHUBU ELECTRIC POWER CO INC | 4.0% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.9% |
|
IBERDROLA SA | 3.8% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.1% |
|
NEXTRACKER, INC. CLASS A | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.3% |
ICLN Underweight Relative to RNWZ
 |
RWE AG | -12.4% |
|
DONG ENERGY A/S | -6.1% |
|
AMERICAN ELECTRIC POWER | -5.8% |
|
P G & E CORP | -4.8% |
|
ALLETE INC | -4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.1% |
 |
MERIDIAN ENERGY LTD | -4.0% |
|
ACCIONA SA | -3.8% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.7% |
|
ENDESA SA | -3.2% |