ETF comparison

ICLNvsXLK

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 roughly0.1%of each dollar exposed to the same underlying securities.

ICLN only 98.7%Shared 0.1%XLK only 99.8%
In ICLN only
104 positions
Shared
1 positions
In XLK only
74 positions

Side by side

ICLN

iShares Global Clean Energy ETF

iShares · Thematic

64composite / 100
Expense ratio
0.38%
Net assets
$2.18B
TTM yield
1.03%
Top-10 conc.
51.4%
XLK

State Street Technology Select Sector SPDR ETF

State Street · Technology

82composite / 100
Expense ratio
0.080%
Net assets
$121.44B
TTM yield
0.43%
Top-10 conc.
64.5%

Sub-score comparison

62
Cost
92
76
Tax efficiency
85
71
Liquidity
100
41
Concentration
22
Tracking quality
ICLNsub-scoreXLK

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with ICLN vs XLK.

Top shared holdings

1 shared in total
#HoldingIn ICLNIn XLKOverlap
1FIRST SOLAR, INC.7.14%0.14%0.14%

Only in ICLN

104 total
  • BLOOM ENERGY CORPORATION13.70%
  • NEXTPOWER INC.7.26%
  • China Yangtze Power Co., Ltd.5.88%
  • VESTAS WIND SYSTEMS A/S3.36%
  • PLUG POWER INC.3.27%
  • ENPHASE ENERGY, INC.3.24%
  • EQUATORIAL S.A.2.88%
  • SUZLON ENERGY LIMITED2.37%
  • EDP, S.A.2.33%
  • Chubu Electric Power Company, Incorporated2.01%

Only in XLK

74 total
  • NVIDIA Corp14.65%
  • Apple Inc12.85%
  • Microsoft Corp8.38%
  • Micron Technology Inc5.42%
  • Broadcom Inc5.41%
  • Advanced Micro Devices Inc5.28%
  • Intel Corp3.68%
  • Applied Materials Inc3.20%
  • Lam Research Corp3.02%
  • Cisco Systems Inc2.58%

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 methodologyand 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.