Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
54.1%
% of RNRG's 37 holdings also in ICLN
28.2%
% of ICLN's 98 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus ICLN)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 8.2% | 3.4% | 3.4% |
 |
CENTRAIS ELETRICAS BRASILIER | 7.9% | 3.0% | 3.0% |
 |
ORMAT TECHNOLOGIES INC | 4.8% | 2.5% | 2.5% |
 |
NORTHLAND POWER INC | 4.0% | 1.6% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.8% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to ICLN
 |
MERIDIAN ENERGY LTD | 5.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
 |
VERBUND AG | 5.2% |
 |
EDP RENOVAVEIS SA | 5.0% |
|
CENTRAIS ELETRICAS BRASILIER | 4.9% |
|
DONG ENERGY A/S | 4.8% |
|
MIGHTY RIVER POWER | 4.5% |
|
ENGIE BRASIL ENERGIA S.A. | 4.5% |
|
CONTACT ENERGY LTD | 4.2% |
 |
BARITO RENEWABLE | 3.4% |
RNRG Underweight Relative to ICLN
|
IBERDROLA SA | -7.0% |
 |
SSE PLC | -6.4% |
|
VESTAS WIND SYSTEMS A/S | -6.1% |
|
FIRST SOLAR INC | -5.4% |
|
ENPHASE ENERGY INC | -5.1% |
 |
CHINA YANGTZE POWER CO LTD-A | -4.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.8% |
|
NEXTRACKER, INC. CLASS A | -3.8% |
 |
SUZLON ENERGY LIMITED | -3.3% |
|
EQUATORIAL ENERGIA SA - ORD | -3.3% |