Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
32%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
24%
ALSO IN TAN
TAN
42
HOLDINGS
60%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus TAN)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in TAN
Overlap
FIRST SOLAR INC 7.9% 12.1% 7.9%
NEXTRACKER, INC. CLASS A 6.6% 9.7% 6.6%
ENPHASE ENERGY INC 4.5% 8.2% 4.5%
ENLIGHT RENEWABLE ENERGY LTD 2.1% 7.3% 2.1%
SOLAREDGE TECHNOLOGIES, INC. 1.9% 5.9% 1.9%
ICLN Overweight Relative to TAN
BLOOM ENERGY CORPORATION CLASS A 8.6%
CHINA YANGTZE POWER CO LTD-A 7.7%
VESTAS WIND SYSTEMS A/S 4.5%
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%
SUZLON ENERGY LIMITED 1.9%
ORSTED 1.6%
ENERGISA SA UNITS CONS OF 1 SH + 4 P 1.5%
ICLN Underweight Relative to TAN
ENLIGHT RENEWABLE ENERGY LTD -5.3%
SUNRUN INC. -4.8%
FIRST SOLAR INC -4.2%
HANNON ARMSTRONG SUSTAINABLE -4.0%
SOLAREDGE TECHNOLOGIES, INC. -3.9%
ENPHASE ENERGY INC -3.7%
DORAL GROUP RENEWABLE ENERGY RESOURC -3.3%
GCL POLY ENERGY HOLDINGS LTD -3.1%
NEXTRACKER, INC. CLASS A -3.0%
GRENERGY RENOVABLES S.A -2.4%
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