Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
27%

OVERLAP
BY WEIGHT
28

# OF OVERLAPPING
HOLDINGS
PBW
70
HOLDINGS
47%
ALSO IN QCLN
QCLN
53
HOLDINGS
56%
ALSO IN PBW
SECTOR DRIFT (PBW minus QCLN)
OVERLAPPING HOLDINGS

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Company Weight
in PBW
Weight
in QCLN
Overlap
BLOOM ENERGY CORPORATION CLASS A 2.6% 7.0% 2.6%
MONOLITHIC POWER SYSTEMS INC 1.6% 9.2% 1.6%
FIRST SOLAR INC 1.5% 7.1% 1.5%
ENPHASE ENERGY INC 1.4% 1.8% 1.4%
ORMAT TECHNOLOGIES INC 1.3% 2.2% 1.3%
PBW Overweight Relative to QCLN
HYLIION HOLDINGS CORP. CLASS A 4.9%
ASPEN AEROGELS INC 2.1%
NAVITAS SEMICONDUCTOR CORPORATION 2.0%
BALLARD POWER SYSTEMS INC 2.0%
MYR GROUP INC/DELAWARE 1.9%
IONQ, INC. 1.9%
POWELL INDUSTRIES INC 1.8%
D-WAVE QUANTUM INC 1.7%
LIFEZONE HOLDINGS LTD 1.7%
LITHIUM ARGENTINA AG 1.6%
PBW Underweight Relative to QCLN
ON SEMICONDUCTOR CORPORATION -7.7%
MONOLITHIC POWER SYSTEMS INC -7.5%
TESLA MOTORS INC -6.5%
FIRST SOLAR INC -5.6%
RIVIAN AUTOMOTIVE INC-A -4.8%
BLOOM ENERGY CORPORATION CLASS A -4.4%
BROOKFIELD RENEWABLE PARTNERS LP -3.7%
ACUITY BRANDS INC -3.7%
ALLEGRO MICROSYSTEMS, INC. -3.1%
ADVANCED ENERGY INDUSTRIES -3.0%
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