ICLN vs VOT overlap - what they share and where they differ

ICLN and VOT share 2.1% of their weight across 2 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ICLN and VOT

2.1%

2 shared positions

ICLN

iShares Global Clean Energy ETF

Reported positions cover 97% of the fund, 101 positions · Apr 30, 2026

Top 10: 51.4%·Holdings of ICLN

VOT

VANGUARD MID-CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 121 positions · Jun 30, 2026

Top 10: 21.3%·Holdings of VOT

Reported positions cover ICLN 97%, VOT 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VOT vs ICLN side by side

ICLNiShares Global Clean Energy ETF

101

stock positions reported to the SEC

76.4% of its weight is in 99 names VOT does not hold

VOTVANGUARD MID-CAP GROWTH INDEX FUND

121

stock positions reported to the SEC

97.8% of its weight is in 119 names ICLN does not hold

Where each fund's weight sits

ICLN
VOT
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
39.4%
38.5%
Industrials
0.0%
14.9%
Healthcare
0.0%
11.0%
Consumer Cyclical
0.0%
10.0%
Basic Materials
1.3%
5.8%
Utilities
3.7%
0.0%

The widest gap is Industrials: VOT has 14.9 points more of it.

The figures side by side

ICLNVOT
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported101121
Weight of the ten largest51.4%21.3%
Largest positionBE 13.7%VRT 2.8%
Held alone99 positions, 76.4%119 positions, 97.8%
Covered by stock positions97%100%

Holdings they share

StockIn ICLNIn VOTCounted
BEBLOOM ENERGY CORPORATION13.70%1.80%1.80%
FSLRFIRST SOLAR, INC.7.14%0.26%0.26%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ICLN

NXTNEXTPOWER INC.7.26%
CHINA YANGTZE POWER CO., LTD.5.88%
VESTAS WIND SYSTEMS A/S3.36%
PLUGPLUG POWER INC.3.27%
ENPHENPHASE ENERGY, INC.3.24%
EQUATORIAL S.A.2.88%
SUZLON ENERGY LIMITED2.37%
EDP, S.A.2.33%
CHUBU ELECTRIC POWER COMPANY, INCORPORATED2.01%
SEDGSOLAREDGE TECHNOLOGIES, INC.1.92%

Only in VOT

VRTVertiv Holdings Co2.83%
WDCWestern Digital Corp2.42%
PWRQuanta Services Inc2.38%
STXSeagate Technology Holdings PLC2.38%
HWMHowmet Aerospace Inc2.37%
DDOGDatadog Inc1.90%
CEGConstellation Energy Corp1.77%
HOODRobinhood Markets Inc1.75%
NETCloudflare Inc1.72%
COHRCoherent Corp1.70%

Questions people ask

Is ICLN the same as VOT?

2.1% of their weight sits in the same 2 holdings. ICLN also reports NXT, CHINA YANGTZE POWER CO., LTD., VESTAS WIND SYSTEMS A/S, which the other does not. VOT also reports VRT, WDC, PWR, which the other does not.

How is the overlap between ICLN and VOT measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of ICLN and 100% of VOT, so the number cannot exceed the smaller coverage.

Which holds more, VOT or ICLN?

ICLN reports 101 stock positions and VOT reports 121. 76.4% of ICLN's weight sits in names VOT does not hold, and 97.8% of VOT's weight in names ICLN does not hold. The ten largest positions are 51.4% of ICLN and 21.3% of VOT.

How do ICLN and VOT differ by sector?

The widest gap is Industrials: VOT has 14.9 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.