Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
20%
ALSO IN SMOG
SMOG
64
HOLDINGS
26%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 12.2% | 8.8% | 8.8% |
|
FIRST SOLAR INC | 9.6% | 4.3% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 8.5% | 2.8% | 2.8% |
 |
VESTAS WIND SYSTEMS A/S | 2.7% | 4.3% | 2.7% |
|
ORSTED | 1.6% | 2.0% | 1.6% |
ICLN Overweight Relative to SMOG
|
NEXTRACKER, INC. CLASS A | 5.7% |
|
FIRST SOLAR INC | 5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
ENPHASE ENERGY INC | 4.8% |
|
PLUG POWER INC | 3.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.0% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 1.9% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.7% |
|
NEXTERA ENERGY GROUP | -6.8% |
 |
IBERDROLA SA | -6.5% |
 |
ENEL SPA | -6.0% |
 |
SAMSUNG SDI CO LTD | -5.1% |
|
BYD CO LTD-H | -5.0% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.4% |
|
RIVIAN AUTOMOTIVE INC-A | -2.4% |
 |
KINGSPAN GROUP PLC | -2.1% |
|
NIO INC. SPONSORED ADR CLASS A | -1.8% |