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ETF comparison

ICLN vs KOMP

Both Thematic.

iShares Global Clean Energy ETF · State Street SPDR S&P Kensho New Economies Composite ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.8 %

13 positions appear in both funds. Buying equal dollars of ICLN and KOMP would leave roughly 3.8% of each dollar exposed to the same underlying securities.

ICLN unmatched 95.1% Shared 3.8% KOMP unmatched 96.0%

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.

In ICLN only
91 positions
Shared
13 positions
In KOMP only
488 positions

Side by side

ICLN

iShares Global Clean Energy ETF

iShares · Thematic

64 composite / 100
Expense ratio
0.38%
Net assets
$2.23B
TTM yield
1.15%
Top-10 conc.
49.2%
KOMP

State Street SPDR S&P Kensho New Economies Composite ETF

State Street · Thematic

81 composite / 100
Expense ratio
0.20%
Net assets
$2.63B
TTM yield
1.63%
Top-10 conc.
9.9%

Sub-score comparison

62
Cost
80
76
Tax efficiency
75
72
Liquidity
75
44
Concentration
100
—
Tracking quality
—
ICLN sub-score KOMP

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

Cost difference

KOMP is 18 bps cheaper than ICLN. On a $100,000 position that's about $180/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 KOMP.

Top shared holdings

13 shared in total
# Holding In ICLN In KOMP Overlap
1 ENPHASE ENERGY, INC. 4.59% 0.56% 0.56%
2 SOLAREDGE TECHNOLOGIES, INC. 2.33% 0.44% 0.44%
3 Shoals Technologies Group Inc 1.36% 0.43% 0.43%
4 BLOOM ENERGY CORPORATION 6.93% 0.39% 0.39%
5 ENLIGHT RENEWABLE ENERGY LTD 2.20% 0.36% 0.36%
6 PLUG POWER INC. 2.67% 0.34% 0.34%
7 T1 ENERGY INC. 0.81% 0.32% 0.32%
8 FIRST SOLAR, INC. 8.06% 0.22% 0.22%
9 NEXTPOWER INC. 7.01% 0.22% 0.22%
10 CANADIAN SOLAR INC. 0.65% 0.21% 0.21%
11 JinkoSolar Holding Co., Ltd. 0.44% 0.17% 0.17%
12 CLEARWAY ENERGY, INC. 1.92% 0.08% 0.08%

Only in ICLN

91 total
  • China Yangtze Power Co., Ltd. 7.83%
  • VESTAS WIND SYSTEMS A/S 3.63%
  • EQUATORIAL S.A. 3.30%
  • EDP, S.A. 2.70%
  • Chubu Electric Power Company, Incorporated 2.52%
  • SUZLON ENERGY LIMITED 2.03%
  • Oersted A/S 1.63%
  • Nordex SE 1.45%
  • Energisa S.A. 1.44%
  • CHINA LONGYUAN POWER GROUP CORPORATION LIMITED 1.28%

Only in KOMP

488 total
  • Ouster Inc 1.33%
  • 3D Systems Corp 1.09%
  • Himax Technologies Inc 1.06%
  • Ambarella Inc 1.04%
  • Twist Bioscience Corp 1.01%
  • Bruker Corp 0.97%
  • Elbit Systems Ltd 0.92%
  • AeroVironment Inc 0.88%
  • KLA Corp 0.83%
  • Stratasys Ltd 0.76%

Percentages are holdings overlap with the named fund.

Open ICLN or KOMP 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.