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
32%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
60%
ALSO IN ICLN
ICLN
106
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN minus ICLN)
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 TAN
Weight
in ICLN
Overlap
FIRST SOLAR INC 12.1% 7.9% 7.9%
NEXTRACKER, INC. CLASS A 9.7% 6.6% 6.6%
ENPHASE ENERGY INC 8.2% 4.5% 4.5%
ENLIGHT RENEWABLE ENERGY LTD 7.3% 2.1% 2.1%
SOLAREDGE TECHNOLOGIES, INC. 5.9% 1.9% 1.9%
TAN Overweight Relative to ICLN
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%
TAN Underweight Relative to ICLN
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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY