ICLN vs VXUS: Holdings Overlap
ICLNiShares Global Clean Energy ETF
iShares · 123 holdings · $2.3B · as of 2026-04-30
VXUSVanguard Total International Stock Index Fund
Vanguard · 8752 holdings · $161.3B · as of 2026-04-30
How similar are ICLN and VXUS?
iShares Global Clean Energy ETF (ICLN, by iShares) holds 123 positions; Vanguard Total International Stock Index Fund (VXUS, by Vanguard) holds 8752. They have 86 holdings in common, and by portfolio weight the two funds are 0.5% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 86ICLN holds 123 · VXUS holds 8752
- Weight in Shared Holdings
- ICLN 55%·VXUS 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in ICLN
37 of 123 positions (44.4% of the fund) are not held by VXUS. Showing the top 30 by weight.
Sector Breakdown
| Sector | ICLN | VXUS |
|---|---|---|
| Industrials | 32.4% | 10.7% |
| Utilities | 19.4% | 2.3% |
| Financials | 0.0% | 18.3% |
| Information Technology | 12.3% | 14.7% |
| Consumer Discretionary | 0.0% | 5.6% |
| Other Sectors | 1.3% | 23.6% |
| Unclassified | 34.0% | 23.6% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (34% of ICLN, 24% of VXUS).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ICLN | -5.3% | +11.7% | +34.9% | +4.0% | -3.1% | +8.9% | 1.01% |
| VXUS | +3.0% | +16.2% | +27.8% | +18.9% | +9.3% | +9.7% | 2.51% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in ICLN vs VXUS →
Shared Holdings(86)
The top 10 shared positions account for 60% of the overlap, led by VWS, EDP and 9502.
 VWSVestas Wind Systems A/S | 3.36% | 0.07% | 0.07% |
|---|---|---|---|
 EDPEDP ENERGIAS DE PORTUGAL SA | 2.33% | 0.04% | 0.04% |
 9502Chubu Electric Power Co Inc. NPV | 2.01% | 0.03% | 0.03% |
 ORSTEDOrsted A/S | 1.83% | 0.03% | 0.03% |
 ENLTEnlight Renewable Energy Ltd. | 1.46% | 0.03% | 0.03% |
 EQTL3Equatorial SA COM NPV | 2.88% | 0.02% | 0.02% |
 NDX1Nordex SE | 1.09% | 0.02% | 0.02% |
 SUELSuzlon Energy Ltd. INR2.00 | 2.37% | 0.01% | 0.01% |
 600900China Yangtze Power Co Ltd | 5.88% | 0.01% | 0.01% |
 EDPREDP Renewables SA | 0.89% | 0.01% | 0.01% |
 VERVerbund AG CLASS'A'NPV | 0.50% | 0.01% | 0.01% |
 BEPCBrookfield Renewable Corporation CL A EX SUB VTG | 0.44% | 0.01% | 0.01% |
 CENContact Energy Ltd | 0.26% | 0.01% | 0.01% |
 ENGI11Energisa S.A. UNITS (1 COM & 4 PRF) | 1.34% | 0.01% | 0.01% |
 MELMeridian Energy Ltd. | 0.22% | 0.01% | 0.01% |
 6WXChina Longyuan Power Group Corp Ltd | 0.84% | 0.01% | 0.01% |
 NHPCNHPC Ltd. INR10 | 0.65% | 0.01% | 0.01% |
 BLXBoralex Inc | 0.44% | 0.01% | 0.01% |
 WAAREEENWaaree Energies Ltd. INR10 | 0.78% | 0.01% | 0.01% |
 DORLIL-SDoral Group Renewable Energy Resources Ltd. | 0.46% | 0.01% | 0.01% |
 SLRSolaria Energia y Medio Ambiente, S.A. | 1.08% | 0.00% | 0.00% |
 ENRGIL-SEnergix Renewable Energies Ltd. | 0.30% | 0.00% | 0.00% |
 CPFE3CPFL Energia SA COM NPV | 0.86% | 0.00% | 0.00% |
 ENELAMEnel Americas SA | 0.32% | 0.00% | 0.00% |
| Goldwind Science & Technology Co Ltd | 1.29% | 0.00% | 0.00% |
Frequently Asked Questions
How much do ICLN and VXUS overlap?
ICLN and VXUS overlap by 0.5% of portfolio weight. They share 86 holdings (ICLN holds 123 positions and VXUS holds 8752), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ICLN and VXUS?
The two portfolios are 0.5% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of ICLN and VXUS?
The largest positions held by both funds are VWS, EDP, 9502, ORSTED and ENLT. Together the top 10 shared positions account for 60% of the total overlap.
What does ICLN own that VXUS doesn't?
37 positions (44.4% of ICLN) are unique to ICLN, led by BE, NXT and FSLR. In the other direction, 8666 positions (98.4% of VXUS) are unique to VXUS.