Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
30%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
28%
ALSO IN SMOG
SMOG
65
HOLDINGS
34%
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 | 6.3% | 7.3% | 6.3% |
 |
VESTAS WIND SYSTEMS A/S | 6.4% | 5.3% | 5.3% |
 |
BLOOM ENERGY CORPORATION CLASS A | 11.2% | 3.9% | 3.9% |
|
FIRST SOLAR INC | 7.6% | 3.3% | 3.3% |
|
DONG ENERGY A/S | 2.5% | 1.9% | 1.9% |
ICLN Overweight Relative to SMOG
|
BLOOM ENERGY CORPORATION CLASS A | 7.3% |
|
FIRST SOLAR INC | 4.3% |
|
NEXTRACKER, INC. CLASS A | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.3% |
 |
SUZLON ENERGY LIMITED | 3.0% |
|
ORMAT TECHNOLOGIES INC | 1.9% |
|
ENPHASE ENERGY INC | 1.4% |
ICLN Underweight Relative to SMOG
|
TESLA MOTORS INC | -7.8% |
|
NEXTERA ENERGY GROUP | -7.8% |
 |
ENEL SPA | -6.8% |
|
BYD CO LTD-H | -5.7% |
|
RIVIAN AUTOMOTIVE INC-A | -3.3% |
|
CENTRAIS ELEC BRAS-SP ADR CM | -2.5% |
 |
KINGSPAN GROUP PLC | -2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.3% |
 |
SAMSUNG SDI CO LTD | -2.2% |
|
LG ENERGY SOLUTION LTD. | -2.2% |