Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
20.7%
% of ICLN's 99 holdings also in TAN
53.1%
% of TAN's 32 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 | 8.2% | 10.5% | 8.2% |
|
ENPHASE ENERGY INC | 5.4% | 8.1% | 5.4% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 8.1% | 2.8% |
 |
NEOEN S.A. | 1.3% | 4.0% | 1.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.2% | 3.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to TAN
 |
IBERDROLA SA | 6.4% |
 |
SSE PLC | 6.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
SUZLON ENERGY LIMITED | 4.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.2% |
 |
CHUBU ELECTRIC POWER CO INC | 3.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 2.8% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.7% |
|
CENTRAIS ELETRICAS BRASILIER | 2.2% |
ICLN Underweight Relative to TAN
|
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
|
NEXTRACKER, INC. CLASS A | -5.3% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
JINKOSOLAR HOLDING CO-ADR | -3.8% |
|
SUNRUN INC. | -3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.8% |
|
NEOEN S.A. | -2.7% |
|
ENPHASE ENERGY INC | -2.7% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | -2.6% |