ETF comparison
ICLN vs TAN
Both Thematic.
Holdings overlap
21 positions appear in both funds. Buying equal dollars of ICLN and TAN would leave roughly 33.7% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
ICLN is 32 bps cheaper than TAN. On a $100,000 position that's about $320/yr more in fees for TAN.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ICLN vs TAN.
Top shared holdings
21 shared in total| # | Holding | In ICLN | In TAN | Overlap |
|---|---|---|---|---|
| 1 | FIRST SOLAR, INC. | 8.06% | 9.85% | 8.06% |
| 2 | NEXTPOWER INC. | 7.01% | 8.78% | 7.01% |
| 3 | ENPHASE ENERGY, INC. | 4.59% | 6.53% | 4.59% |
| 4 | SOLAREDGE TECHNOLOGIES, INC. | 2.33% | 3.49% | 2.33% |
| 5 | ENLIGHT RENEWABLE ENERGY LTD | 2.20% | 7.19% | 2.20% |
| 6 | CLEARWAY ENERGY, INC. | 1.92% | 3.65% | 1.92% |
| 7 | Shoals Technologies Group Inc | 1.36% | 2.52% | 1.36% |
| 8 | Solaria Energia y Medio Ambiente, S.A. | 1.05% | 3.31% | 1.05% |
| 9 | T1 ENERGY INC. | 0.81% | 2.08% | 0.81% |
| 10 | United Renewable Energy Co., Ltd. | 0.66% | 1.92% | 0.66% |
| 11 | CANADIAN SOLAR INC. | 0.65% | 1.54% | 0.65% |
| 12 | DORAL GROUP RENEWABLE ENERGY RESOURCES LTD | 0.63% | 4.66% | 0.63% |
Only in ICLN
83 total- China Yangtze Power Co., Ltd. 7.83%
- BLOOM ENERGY CORPORATION 6.93%
- VESTAS WIND SYSTEMS A/S 3.63%
- EQUATORIAL S.A. 3.30%
- EDP, S.A. 2.70%
- PLUG POWER INC. 2.67%
- Chubu Electric Power Company, Incorporated 2.52%
- SUZLON ENERGY LIMITED 2.03%
- Oersted A/S 1.63%
- Nordex SE 1.45%
Only in TAN
14 total- HA Sustainable Infrastructure Capital, Inc. 4.61%
- GCL-Poly Energy Holdings Ltd. 4.04%
- Sunrun Inc. 3.78%
- Xinyi Solar Holdings Ltd. 2.99%
- Grenergy Renovables S.A. 2.14%
- Scatec ASA 1.95%
- Daqo New Energy Corp. 1.75%
- HD Hyundai Energy Solutions Co., Ltd. 1.73%
- West Holdings Corp. 1.33%
- Flat Glass Group Co., Ltd. 1.21%
Related comparisons
More comparisons with ICLN
- ICLN vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 3.8%
- ICLN vs GRID · First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 2.6%
- ICLN vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.2%
- ICLN vs XLK · State Street Technology Select Sector SPDR ETF 0.1%
- ICLN vs AIQ · Global X Artificial Intelligence & Technology ETF 0.0%
- ICLN vs ARKF · ARK Blockchain & Fintech Innovation ETF 0.0%
More comparisons with TAN
- TAN vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 3.6%
- TAN vs GRID · First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 1.1%
- TAN vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.2%
- TAN vs XLK · State Street Technology Select Sector SPDR ETF 0.1%
- TAN vs AIQ · Global X Artificial Intelligence & Technology ETF 0.0%
- TAN vs ARKF · ARK Blockchain & Fintech Innovation ETF 0.0%
Percentages are holdings overlap with the named fund.
Open ICLN or TAN at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.