PlainIndex
Menu

ETF comparison

ICLN vs XLK

Thematic vs Technology.

iShares Global Clean Energy ETF · State Street Technology Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.2 %

1 positions appear in both funds. Buying equal dollars of ICLN and XLK would leave roughly 0.2% of each dollar exposed to the same underlying securities.

ICLN only 98.7% Shared 0.2% XLK only 99.7%
In ICLN only
104 positions
Shared
1 positions
In XLK only
73 positions

Side by side

ICLN

iShares Global Clean Energy ETF

iShares · Thematic

65 composite / 100
Expense ratio
0.39%
Net assets
$2.91B
TTM yield
0.96%
Top-10 conc.
51.4%
XLK

State Street Technology Select Sector SPDR ETF

State Street · Technology

83 composite / 100
Expense ratio
0.080%
Net assets
$123.91B
TTM yield
0.44%
Top-10 conc.
61.4%

Sub-score comparison

61
Cost
92
76
Tax efficiency
85
77
Liquidity
100
41
Concentration
27
—
Tracking quality
—
ICLN sub-score XLK

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

XLK is 31 bps cheaper than ICLN. On a $100,000 position that's about $310/yr more in fees for ICLN.

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 XLK.

Top shared holdings

1 shared in total
# Holding In ICLN In XLK Overlap
1 FIRST SOLAR, INC. 7.14% 0.19% 0.19%

Only in ICLN

104 total
  • BLOOM ENERGY CORPORATION 13.70%
  • NEXTPOWER INC. 7.26%
  • China Yangtze Power Co., Ltd. 5.88%
  • VESTAS WIND SYSTEMS A/S 3.36%
  • PLUG POWER INC. 3.27%
  • ENPHASE ENERGY, INC. 3.24%
  • EQUATORIAL S.A. 2.88%
  • SUZLON ENERGY LIMITED 2.37%
  • EDP, S.A. 2.33%
  • Chubu Electric Power Company, Incorporated 2.01%

Only in XLK

73 total
  • NVIDIA Corp 15.50%
  • Apple Inc 13.63%
  • Microsoft Corp 10.05%
  • Broadcom Inc 5.37%
  • Micron Technology Inc 3.39%
  • Palantir Technologies Inc 2.98%
  • Advanced Micro Devices Inc 2.95%
  • Cisco Systems Inc 2.73%
  • Applied Materials Inc 2.42%
  • Lam Research Corp 2.38%

Open ICLN or XLK at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.