Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
53.3%
% of PBW's 60 holdings also in QCLN
62.7%
% of QCLN's 54 holdings also in PBW
Overlap by Weight
Sector Drift (PBW minus QCLN)
Overlapping Holdings
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| Company | Weight in PBW |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.4% | 3.2% | 3.2% |
|
ARCADIUM LITHIUM PLC | 3.0% | 2.9% | 2.9% |
|
TESLA MOTORS INC | 2.1% | 12.7% | 2.1% |
|
ALBEMARLE CORP | 1.8% | 4.7% | 1.8% |
|
MP MATERIALS CORP CLASS A | 2.1% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to QCLN
|
ARCHER AVIATION INC CLASS A | 4.3% |
|
HYLIION HOLDINGS CORP. CLASS A | 2.4% |
|
JOBY AVIATION, INC. | 2.4% |
|
MYR GROUP INC/DELAWARE | 2.2% |
 |
LITHIUM AMERICAS (ARGENTINA) CORP. | 2.0% |
|
STANDARD LITHIUM LTD. | 1.9% |
 |
XPENG, INC. ADR SPONSORED CLASS A | 1.8% |
|
EVGO, INC. CLASS A | 1.8% |
|
SIGMA LITHIUM CORPORATION | 1.7% |
|
JINKOSOLAR HOLDING CO-ADR | 1.7% |
PBW Underweight Relative to QCLN
|
TESLA MOTORS INC | -10.6% |
|
ON SEMICONDUCTOR CORPORATION | -7.2% |
|
FIRST SOLAR INC | -5.7% |
|
ACUITY BRANDS INC | -5.0% |
|
RIVIAN AUTOMOTIVE INC-A | -4.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -3.8% |
|
ENPHASE ENERGY INC | -3.8% |
|
ALBEMARLE CORP | -2.9% |
|
LUCID GROUP, INC. | -2.7% |
|
UNIVERSAL DISPLAY CORP | -2.3% |