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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
0.1 %

1 positions appear in both funds. Buying equal dollars of ICLN and XLK would leave roughly 0.1% of each dollar exposed to the same underlying securities.

ICLN unmatched 98.7% Shared 0.1% XLK unmatched 99.8%

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
103 positions
Shared
1 positions
In XLK only
73 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%
XLK

State Street Technology Select Sector SPDR ETF

State Street · Technology

82 composite / 100
Expense ratio
0.080%
Net assets
$127.30B
TTM yield
0.46%
Top-10 conc.
64.5%

Sub-score comparison

62
Cost
92
76
Tax efficiency
85
72
Liquidity
100
44
Concentration
22
—
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 30 bps cheaper than ICLN. On a $100,000 position that's about $300/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. 8.06% 0.14% 0.14%

Only in ICLN

103 total
  • China Yangtze Power Co., Ltd. 7.83%
  • NEXTPOWER INC. 7.01%
  • BLOOM ENERGY CORPORATION 6.93%
  • ENPHASE ENERGY, INC. 4.59%
  • 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%
  • SOLAREDGE TECHNOLOGIES, INC. 2.33%

Only in XLK

73 total
  • NVIDIA Corp 14.65%
  • Apple Inc 12.85%
  • Microsoft Corp 8.38%
  • Micron Technology Inc 5.42%
  • Broadcom Inc 5.41%
  • Advanced Micro Devices Inc 5.28%
  • Intel Corp 3.68%
  • Applied Materials Inc 3.20%
  • Lam Research Corp 3.02%
  • Cisco Systems Inc 2.58%

Percentages are holdings overlap with the named fund.

Open ICLN or XLK 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.