Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
7.4%
% of ICLN's 101 holdings also in RNWZ
25.0%
% of RNWZ's 24 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 | |
|---|---|---|---|---|
 |
IBERDROLA SA | 6.4% | 4.9% | 4.9% |
 |
DONG ENERGY A/S | 3.6% | 7.2% | 3.6% |
|
EDP RENOVAVEIS SA | 1.6% | 3.0% | 1.6% |
 |
NORTHLAND POWER INC | 1.5% | 4.2% | 1.5% |
 |
VERBUND AG | 1.2% | 2.0% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNWZ
 |
ENPHASE ENERGY INC | 8.3% |
|
FIRST SOLAR INC | 7.7% |
|
CONSOLIDATED EDISON INC | 6.6% |
|
VESTAS WIND SYSTEMS A/S | 5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.1% |
 |
CHUBU ELECTRIC POWER CO INC | 3.8% |
 |
SUZLON ENERGY LIMITED | 3.4% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.0% |
ICLN Underweight Relative to RNWZ
 |
SSE PLC | -8.7% |
|
NEXTERA ENERGY GROUP | -8.6% |
 |
ENEL SPA | -7.9% |
 |
RWE AG | -7.2% |
|
AES CORP | -6.1% |
|
P G & E CORP | -4.2% |
|
DONG ENERGY A/S | -3.6% |
 |
AGL ENERGY LTD | -3.4% |
 |
FORTUM OYJ | -3.1% |
|
ENDESA SA | -3.1% |