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
4.0 %

12 positions appear in both funds. Buying equal dollars of ICLN and KOMP would leave roughly 4.0% of each dollar exposed to the same underlying securities.

ICLN only 94.8% Shared 4.0% KOMP only 95.9%
In ICLN only
93 positions
Shared
12 positions
In KOMP only
469 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%
KOMP

State Street SPDR S&P Kensho New Economies Composite ETF

State Street · Thematic

79 composite / 100
Expense ratio
0.20%
Net assets
$2.85B
TTM yield
1.54%
Top-10 conc.
18.2%

Sub-score comparison

61
Cost
80
76
Tax efficiency
75
77
Liquidity
76
41
Concentration
88
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 19 bps cheaper than ICLN. On a $100,000 position that's about $190/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

12 shared in total
# Holding In ICLN In KOMP Overlap
1 BLOOM ENERGY CORPORATION 13.70% 0.69% 0.69%
2 SOLAREDGE TECHNOLOGIES, INC. 1.92% 0.53% 0.53%
3 Shoals Technologies Group Inc 1.00% 0.42% 0.42%
4 ENPHASE ENERGY, INC. 3.24% 0.39% 0.39%
5 RENEW ENERGY GLOBAL PLC 0.36% 0.39% 0.36%
6 NEXTPOWER INC. 7.26% 0.33% 0.33%
7 PLUG POWER INC. 3.27% 0.32% 0.32%
8 T1 ENERGY INC. 0.73% 0.23% 0.23%
9 JinkoSolar Holding Co., Ltd. 0.53% 0.21% 0.21%
10 Merrill Lynch International 0.23% 0.20% 0.20%
11 FIRST SOLAR, INC. 7.14% 0.19% 0.19%
12 CANADIAN SOLAR INC. 0.52% 0.14% 0.14%

Only in ICLN

93 total
  • China Yangtze Power Co., Ltd. 5.88%
  • VESTAS WIND SYSTEMS A/S 3.36%
  • EQUATORIAL S.A. 2.88%
  • SUZLON ENERGY LIMITED 2.37%
  • EDP, S.A. 2.33%
  • Chubu Electric Power Company, Incorporated 2.01%
  • CLEARWAY ENERGY, INC. 1.88%
  • Oersted A/S 1.83%
  • ENLIGHT RENEWABLE ENERGY LTD 1.46%
  • Energisa S.A. 1.34%

Only in KOMP

469 total
  • Elbit Systems Ltd 1.99%
  • Teledyne Technologies Inc 1.19%
  • AeroVironment Inc 0.94%
  • Lockheed Martin Corp 0.89%
  • Parsons Corp 0.87%
  • Oceaneering International Inc 0.79%
  • Bruker Corp 0.77%
  • Ormat Technologies Inc 0.76%
  • Ondas Inc 0.74%
  • ON Semiconductor Corp 0.73%

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.