Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
32.6%
% of QCLN's 49 holdings also in ERTH
12.7%
% of ERTH's 121 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus ERTH)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.4% | 4.3% | 4.3% |
|
FIRST SOLAR INC | 8.2% | 3.1% | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 9.8% | 2.4% | 2.4% |
|
ENPHASE ENERGY INC | 3.4% | 1.4% | 1.4% |
|
NEXTRACKER, INC. CLASS A | 4.0% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to ERTH
|
ON SEMICONDUCTOR CORPORATION | 7.6% |
|
RIVIAN AUTOMOTIVE INC-A | 7.4% |
|
FIRST SOLAR INC | 5.1% |
|
ACUITY BRANDS INC | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.3% |
|
LUCID GROUP, INC. | 4.2% |
|
TESLA MOTORS INC | 4.1% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
ALBEMARLE CORP | 3.3% |
|
ITRON INC | 3.2% |
QCLN Underweight Relative to ERTH
 |
BYD CO LTD-H | -6.5% |
|
DIGITAL REALTY TRUST INC | -5.2% |
|
NVIDIA CORP | -4.3% |
|
LI AUTO, INC. CLASS A | -3.6% |
 |
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
KINGSPAN GROUP PLC | -3.1% |
|
XPENG, INC. CLASS A | -2.9% |
 |
LG ENERGY SOLUTION LTD. | -2.5% |
 |
CAPITAMALL TRUST | -2.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.0% |