Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
23%
ALSO IN SMOG
SMOG
63
HOLDINGS
30%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 7.2% | 9.7% | 7.2% |
 |
BLOOM ENERGY CORPORATION CLASS A | 6.1% | 4.9% | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.4% | 4.8% | 3.4% |
 |
AXIA ENERGIA | 4.3% | 3.2% | 3.2% |
|
FIRST SOLAR INC | 8.4% | 2.8% | 2.8% |
ICLN Overweight Relative to SMOG
|
NEXTRACKER, INC. CLASS A | 6.3% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.6% |
|
FIRST SOLAR INC | 5.6% |
 |
CHUBU ELECTRIC POWER CO INC | 2.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.1% |
|
EQUATORIAL ENERGIA SA - ORD | 2.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.1% |
|
ENPHASE ENERGY INC | 1.9% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -9.5% |
|
NEXTERA ENERGY GROUP | -7.7% |
 |
ENEL SPA | -7.1% |
|
BYD CO LTD-H | -5.0% |
 |
SAMSUNG SDI CO LTD | -4.5% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -2.6% |
|
IBERDROLA SA | -2.5% |
|
LG ENERGY SOLUTION LTD. | -1.8% |
 |
NIBE INDUSTRIER AB CLASS B | -1.7% |