Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
16.9%
% of ICLN's 100 holdings also in WNDY
51.9%
% of WNDY's 27 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus WNDY)
Overlapping Holdings
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Company | Weight in ICLN |
Weight in WNDY |
Overlap | |
---|---|---|---|---|
VESTAS WIND SYSTEMS A/S | 4.6% | 7.3% | 4.6% | |
DONG ENERGY A/S | 3.2% | 12.5% | 3.2% | |
NORTHLAND POWER INC | 1.5% | 10.1% | 1.5% | |
NORDEX AG | 0.8% | 4.1% | 0.8% | |
BORALEX INC -CL 'A' | 0.7% | 4.9% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to WNDY
FIRST SOLAR INC | 7.7% | |
IBERDROLA SA | 6.4% | |
SSE PLC | 6.2% | |
ENPHASE ENERGY INC | 4.3% | |
SUZLON ENERGY LIMITED | 4.2% | |
EDP-ENERGIAS DE PORTUGAL SA | 4.0% | |
CHUBU ELECTRIC POWER CO INC | 4.0% | |
CHINA YANGTZE POWER CO LTD-A | 3.9% | |
EQUATORIAL ENERGIA SA - ORD | 3.1% | |
NEXTRACKER, INC. CLASS A | 2.8% |
ICLN Underweight Relative to WNDY
DONG ENERGY A/S | -9.4% | |
NORTHLAND POWER INC | -8.6% | |
CHINA LONGYUAN POWER GROUP-H | -7.2% | |
MING YANG SMART ENERGY GROUP LIMITED | -6.1% | |
CECEP WIND-POWER CORP CLASS A | -5.0% | |
BORALEX INC -CL 'A' | -4.2% | |
CADELER A/S | -3.8% | |
TERNA ENERGY SA | -3.8% | |
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -3.5% | |
NORDEX AG | -3.3% |