Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
35%
ALSO IN ERTH
ERTH
116
HOLDINGS
22%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.6% | 4.2% | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 2.7% | 3.6% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 8.5% | 2.0% | 2.0% |
|
ENPHASE ENERGY INC | 6.0% | 0.9% | 0.9% |
 |
EDP RENOVAVEIS SA | 0.8% | 0.8% | 0.8% |
ICLN Overweight Relative to ERTH
|
BLOOM ENERGY CORPORATION CLASS A | 12.2% |
|
NEXTRACKER, INC. CLASS A | 6.4% |
|
FIRST SOLAR INC | 5.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
ENPHASE ENERGY INC | 5.1% |
|
PLUG POWER INC | 3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.7% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 1.9% |
ICLN Underweight Relative to ERTH
|
TESLA MOTORS INC | -5.8% |
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
|
BYD CO LTD-H | -4.4% |
|
LI AUTO, INC. CLASS A | -2.9% |
|
XPENG, INC. CLASS A | -2.6% |
|
NIO INC-CLASS A | -2.5% |
 |
LG ENERGY SOLUTION LTD. | -2.4% |
 |
KINGSPAN GROUP PLC | -2.4% |
 |
CAPITAMALL TRUST | -1.9% |