Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
38%
ALSO IN ERTH
ERTH
196
HOLDINGS
18%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.5% | 3.8% | 3.8% |
 |
FIRST SOLAR INC | 7.9% | 3.8% | 3.8% |
|
NEXTRACKER, INC. CLASS A | 6.6% | 2.6% | 2.6% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.1% | 1.7% | 1.7% |
 |
NORDEX AG | 1.4% | 1.0% | 1.0% |
ICLN Overweight Relative to ERTH
|
BLOOM ENERGY CORPORATION CLASS A | 8.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 7.7% |
|
FIRST SOLAR INC | 4.1% |
|
NEXTRACKER, INC. CLASS A | 4.0% |
|
ENPHASE ENERGY INC | 3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.9% |
|
PLUG POWER INC | 2.8% |
 |
CHUBU ELECTRIC POWER CO INC | 2.7% |
|
ORSTED | 1.6% |
ICLN Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.1% |
|
TESLA MOTORS INC | -5.0% |
|
NVIDIA CORP | -4.8% |
|
BYD CO LTD-H | -4.3% |
|
WEYERHAEUSER CO | -2.5% |
|
CONTEMPORARY AMPEREX TECHN-H | -2.3% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -2.2% |
 |
KINGSPAN GROUP PLC | -2.1% |
 |
SCENTRE GROUP | -2.0% |
|
RIVIAN AUTOMOTIVE INC-A | -1.9% |