Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
52.5%
% of RNRG's 40 holdings also in ICLN
25.3%
% of ICLN's 100 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 | 6.4% | 3.2% | 3.2% |
 |
ORMAT TECHNOLOGIES INC | 4.0% | 2.3% | 2.3% |
 |
CENTRAIS ELETRICAS BRASILIER | 6.0% | 2.2% | 2.2% |
 |
NORTHLAND POWER INC | 3.1% | 1.5% | 1.5% |
 |
NEOEN S.A. | 4.9% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to ICLN
 |
BARITO RENEWABLE | 5.5% |
 |
MERIDIAN ENERGY LTD | 5.2% |
 |
VERBUND AG | 5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
MIGHTY RIVER POWER | 4.6% |
 |
RUSHYDRO JSC | 4.3% |
 |
EDP RENOVAVEIS SA | 3.9% |
|
CENTRAIS ELETRICAS BRASILIER | 3.7% |
|
NEOEN S.A. | 3.6% |
|
DONG ENERGY A/S | 3.2% |
RNRG Underweight Relative to ICLN
|
FIRST SOLAR INC | -7.7% |
|
IBERDROLA SA | -6.4% |
 |
SSE PLC | -6.2% |
|
VESTAS WIND SYSTEMS A/S | -4.6% |
|
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% |