Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
17.1%
% of ICLN's 97 holdings also in WNDY
50.0%
% of WNDY's 24 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 | 5.6% | 12.6% | 5.6% |
|
DONG ENERGY A/S | 3.3% | 11.1% | 3.3% |
 |
NORTHLAND POWER INC | 1.6% | 10.5% | 1.6% |
 |
NORDEX AG | 1.4% | 7.4% | 1.4% |
|
BORALEX INC -CL 'A' | 0.8% | 4.5% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to WNDY
 |
IBERDROLA SA | 7.6% |
 |
SSE PLC | 6.8% |
 |
FIRST SOLAR INC | 5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.8% |
|
ENPHASE ENERGY INC | 4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.1% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.5% |
 |
CHUBU ELECTRIC POWER CO INC | 3.4% |
 |
SUZLON ENERGY LIMITED | 3.2% |
ICLN Underweight Relative to WNDY
|
NORTHLAND POWER INC | -8.9% |
|
DONG ENERGY A/S | -7.8% |
|
VESTAS WIND SYSTEMS A/S | -7.0% |
|
NORDEX AG | -6.0% |
|
MING YANG SMART ENERGY GROUP LIMITED | -5.9% |
|
CHINA LONGYUAN POWER GROUP-H | -4.7% |
|
INNERGEX RENEWABLE ENERGY | -4.6% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -4.4% |
|
CECEP WIND-POWER CORP CLASS A | -4.3% |
|
CADELER A/S | -4.0% |