ICLN vs VXF overlap - what they share and where they differ
ICLN and VXF share 1.4% of their weight across 10 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 VXF
1.4%
10 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
VXF
VANGUARD EXTENDED MARKET INDEX FUND
Reported positions cover 99% of the fund, 1,792 positions · Jun 30, 2026
Top 10: 7.6%·Holdings of VXF
Reported positions cover ICLN 97%, VXF 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VXF vs ICLN side by side
ICLNiShares Global Clean Energy ETF
101
stock positions reported to the SEC
63.0% of its weight is in 91 names VXF does not hold
VXFVANGUARD EXTENDED MARKET INDEX FUND
1,792
stock positions reported to the SEC
97.2% of its weight is in 1,782 names ICLN does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: VXF has 14.8 points more of it.
The figures side by side
| ICLN | VXF | |
|---|---|---|
| Filing date | Apr 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 101 | 1,792 |
| Weight of the ten largest | 51.4% | 7.6% |
| Largest position | BE 13.7% | SPCX 1.2% |
| Held alone | 91 positions, 63.0% | 1,782 positions, 97.2% |
| Covered by stock positions | 97% | 99% |
Holdings they share
| Stock | In ICLN | In VXF | Counted |
|---|---|---|---|
| BEBLOOM ENERGY CORPORATION | 13.70% | 0.93% | 0.93% |
| NXTNEXTPOWER INC. | 7.26% | 0.21% | 0.21% |
| ENPHENPHASE ENERGY, INC. | 3.24% | 0.08% | 0.08% |
| CWENCLEARWAY ENERGY, INC. | 1.88% | 0.05% | 0.05% |
| PLUGPLUG POWER INC. | 3.27% | 0.04% | 0.04% |
| SEDGSOLAREDGE TECHNOLOGIES, INC. | 1.92% | 0.04% | 0.04% |
| SHLSShoals Technologies Group Inc | 1.00% | 0.02% | 0.02% |
| ARRYARRAY TECHNOLOGIES, INC. | 0.66% | 0.01% | 0.01% |
| GPREGREEN PLAINS INC. | 0.91% | 0.01% | 0.01% |
| REXREX AMERICAN RESOURCES CORPORATION | 0.34% | 0.01% | 0.01% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in ICLN
Only in VXF
Questions people ask
Is ICLN the same as VXF?
1.4% of their weight sits in the same 10 holdings. ICLN also reports FSLR, CHINA YANGTZE POWER CO., LTD., VESTAS WIND SYSTEMS A/S, which the other does not. VXF also reports SPCX, SNOW, NET, which the other does not.
How is the overlap between ICLN and VXF 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 99% of VXF, so the number cannot exceed the smaller coverage.
Which holds more, VXF or ICLN?
ICLN reports 101 stock positions and VXF reports 1,792. 63.0% of ICLN's weight sits in names VXF does not hold, and 97.2% of VXF's weight in names ICLN does not hold. The ten largest positions are 51.4% of ICLN and 7.6% of VXF.
How do ICLN and VXF differ by sector?
The widest gap is Healthcare: VXF has 14.8 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.
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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.