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
22.5%
% of ICLN's 98 holdings also in TAN
53.3%
% of TAN's 30 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus TAN)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.4% | 9.9% | 5.4% |
|
ENPHASE ENERGY INC | 5.1% | 11.0% | 5.1% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 9.6% | 3.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.5% | 3.8% | 1.5% |
|
SUNRUN INC. | 0.6% | 3.8% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to TAN
 |
IBERDROLA SA | 7.0% |
 |
SSE PLC | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.8% |
|
DONG ENERGY A/S | 3.4% |
 |
SUZLON ENERGY LIMITED | 3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.3% |
|
CENTRAIS ELETRICAS BRASILIER | 3.0% |
ICLN Underweight Relative to TAN
|
GCL POLY ENERGY HOLDINGS LTD | -6.4% |
|
ENPHASE ENERGY INC | -5.9% |
|
NEXTRACKER, INC. CLASS A | -5.8% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.7% |
|
FIRST SOLAR INC | -4.5% |
|
SUNRUN INC. | -3.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
|
JINKOSOLAR HOLDING CO-ADR | -2.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.7% |