Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
30.9%
% of QCLN's 57 holdings also in BNE
17.3%
% of BNE's 99 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus BNE)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in BNE |
Overlap | |
|---|---|---|---|---|
 |
ITRON INC | 2.2% | 1.2% | 1.2% |
|
FIRST SOLAR INC | 10.1% | 1.2% | 1.2% |
 |
QUIMICA Y MINERA CHIL-SP ADR | 1.1% | 1.0% | 1.0% |
|
ACUITY BRANDS INC | 4.2% | 1.0% | 1.0% |
|
MP MATERIALS CORP CLASS A | 1.6% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to BNE
|
FIRST SOLAR INC | 8.9% |
|
ENPHASE ENERGY INC | 6.8% |
|
ON SEMICONDUCTOR CORPORATION | 6.2% |
|
ALBEMARLE CORP | 6.1% |
|
TESLA MOTORS INC | 5.9% |
|
UNIVERSAL DISPLAY CORP | 3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.5% |
|
ACUITY BRANDS INC | 3.2% |
|
LUCID GROUP, INC. | 3.1% |
QCLN Underweight Relative to BNE
 |
CHINA MOLYBDENUM CO LTD-H | -1.6% |
|
LUNDIN MINING CORP | -1.4% |
|
SOUTHERN COPPER CORP | -1.3% |
|
IVANHOE MINES LTD. CLASS A | -1.3% |
|
FREEPORT-MCMORAN COPPER | -1.3% |
 |
ANTOFAGASTA PLC | -1.2% |
 |
SIEMENS ENERGY AG | -1.2% |
 |
AMG ADVANCED METALLURGICAL | -1.2% |
 |
GLENCORE INTERNATIONAL PLC | -1.2% |
|
AEROVIRONMENT INC | -1.2% |