Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ERTH
116
HOLDINGS
10%
ALSO IN QCLN
QCLN
53
HOLDINGS
24%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus QCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in ERTH |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 5.8% | 6.9% | 5.8% |
|
FIRST SOLAR INC | 4.2% | 6.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 3.9% | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% | 3.0% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.0% | 2.2% | 1.0% |
ERTH Overweight Relative to QCLN
|
DIGITAL REALTY TRUST INC | 4.8% |
|
NVIDIA CORP | 4.6% |
 |
BYD CO LTD-H | 4.4% |
 |
VESTAS WIND SYSTEMS A/S | 3.6% |
|
LI AUTO, INC. CLASS A | 2.9% |
|
XPENG, INC. CLASS A | 2.6% |
|
NIO INC-CLASS A | 2.5% |
 |
LG ENERGY SOLUTION LTD. | 2.4% |
 |
KINGSPAN GROUP PLC | 2.4% |
 |
CAPITAMALL TRUST | 1.9% |
ERTH Underweight Relative to QCLN
|
BLOOM ENERGY CORPORATION CLASS A | -10.8% |
|
ON SEMICONDUCTOR CORPORATION | -10.0% |
|
MONOLITHIC POWER SYSTEMS INC | -9.0% |
|
ALBEMARLE CORP | -3.7% |
|
MP MATERIALS CORP CLASS A | -3.6% |
|
ADVANCED ENERGY INDUSTRIES | -3.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.7% |
|
ACUITY BRANDS INC | -2.7% |
|
ENERSYS | -2.6% |