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
18
# OF OVERLAPPING
HOLDINGS
ICLN
100
HOLDINGS
26%
ALSO IN RNRG
RNRG
36
HOLDINGS
56%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 3.0% | 3.6% | 3.0% |
 |
ORSTED | 1.9% | 6.4% | 1.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.9% | 2.5% | 1.9% |
|
SUNRUN INC. | 1.3% | 2.4% | 1.3% |
 |
CHINA LONGYUAN POWER GROUP-H | 1.3% | 2.5% | 1.3% |
ICLN Overweight Relative to RNRG
|
BLOOM ENERGY CORPORATION CLASS A | 11.3% |
|
NEXTRACKER, INC. CLASS A | 8.7% |
|
FIRST SOLAR INC | 6.1% |
 |
IBERDROLA SA | 5.6% |
|
CHINA YANGTZE POWER CO LTD-A | 4.7% |
|
ENPHASE ENERGY INC | 3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.9% |
|
VESTAS WIND SYSTEMS A/S | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.1% |
ICLN Underweight Relative to RNRG
|
AXIA ENERGIA | -6.7% |
 |
MERIDIAN ENERGY LTD | -5.6% |
 |
VERBUND AG | -5.3% |
|
EDP RENOVAVEIS SA | -5.1% |
 |
BARITO RENEWABLE | -5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -4.6% |
|
ORSTED | -4.5% |
|
MIGHTY RIVER POWER | -4.2% |
|
ENGIE BRASIL ENERGIA S.A. | -4.0% |