Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
52%
ALSO IN QCLN
QCLN
51
HOLDINGS
57%
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 | 3.4% | 4.8% | 3.4% |
|
MP MATERIALS CORP CLASS A | 1.9% | 5.1% | 1.9% |
|
SUNRUN INC. | 3.0% | 1.9% | 1.9% |
|
FIRST SOLAR INC | 1.8% | 8.2% | 1.8% |
|
ALBEMARLE CORP | 1.6% | 3.8% | 1.6% |
PBW Overweight Relative to QCLN
|
QUANTUMSCAPE CORPORATION CLASS A | 3.1% |
|
AMPRIUS TECHNOLOGIES INC | 3.0% |
|
SOLID POWER, INC. CLASS A | 2.2% |
 |
NIO INC. SPONSORED ADR CLASS A | 2.2% |
 |
STANDARD LITHIUM LTD. | 2.1% |
|
JOBY AVIATION, INC. | 2.0% |
|
AMERESCO INC-CL A | 1.9% |
|
POWELL INDUSTRIES INC | 1.8% |
|
BEL FUSE INC-CL B | 1.7% |
|
HYLIION HOLDINGS CORP. CLASS A | 1.6% |
PBW Underweight Relative to QCLN
|
TESLA MOTORS INC | -8.1% |
|
ON SEMICONDUCTOR CORPORATION | -7.4% |
|
RIVIAN AUTOMOTIVE INC-A | -6.7% |
|
FIRST SOLAR INC | -6.4% |
|
ACUITY BRANDS INC | -3.8% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -3.4% |
|
LUCID GROUP, INC. | -3.3% |
|
MP MATERIALS CORP CLASS A | -3.2% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.5% |
|
NEXTRACKER, INC. CLASS A | -2.4% |