iShares Global Clean Energy ETF vs Lam Research Corporation — how do they compare? iShares Global Clean Energy ETF trades at $17.28 (market cap $2.27B), while Lam Research Corporation trades at $318.84 (market cap $401.19B). The key difference: Lam Research Corporation is far larger — about 176.7× iShares Global Clean Energy ETF's market cap, and Lam Research Corporation pays a 0.41% dividend while iShares Global Clean Energy ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares Global Clean Energy ETF for 87 Days and Lam Research Corporation for 60 Days on average.
| ICLN | LRCX | |
|---|---|---|
Market Cap | $2.27B | $401.19B |
Volume | 6,845,064 | 8,960,892 |
52-Week High | $23.75 | $433.33 |
52-Week Low | $15.78 | $131.37 |
Typical Hold Time | 87 Days | 60 Days |
Sector | — | Technology |
Enterprise Value | — | $399.35B |
Dividend Yield | — | 0.41% |
Signals from Pluang's Aura AI — not financial advice
ICLN trades at $17.28, down 0.17% with a bearish technical outlook showing 14 sell signals versus 3 buy signals. The ETF faces headwinds from higher volatility and expense ratios compared to traditional energy ETFs, though clean energy benefits from global renewable energy acceleration driven by geopolitical tensions and data center power demand growth.
The fund's broader diversification across 105 global clean energy companies provides exposure to the energy transition theme, but investors face risks from competitive pressure from higher-yielding traditional energy ETFs and significant historical drawdowns of 57.2% that highlight the sector's volatility.
Lam Research (LRCX) trades at $318.84, down 3.24% on the day, with strong fundamentals including 29.06% net margin and consistent earnings beats. Technical indicators show a bearish short-term signal despite bullish moving averages, with key support at $314 and resistance at $329. Recent news highlights LRCX's positioning in AI-driven semiconductor equipment demand, with revenue growth accelerating to $18.44B in 2025.
Outlook remains positive with 78% analyst buy ratings and $375.68 consensus price target, representing 18% upside. Key risks include semiconductor cycle volatility and execution challenges in maintaining mid-40% operating margins. The stock offers growth exposure to AI infrastructure spending but faces competitive pressures in chip equipment markets.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The index is designed to track the performance of approximately 100 clean energy-related companies. The fund generally invests at least 80% of its assets in the component securities of the target index. The index may invest up to 20% of its assets in certain futures, trading options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
Read more on ICLN →Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →