Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
24%
ALSO IN ERTH
ERTH
116
HOLDINGS
10%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.3% | 5.8% | 5.8% |
|
FIRST SOLAR INC | 5.7% | 4.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 3.9% | 2.0% | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 3.6% | 1.9% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 2.2% | 1.0% | 1.0% |
QCLN Overweight Relative to ERTH
|
BLOOM ENERGY CORPORATION CLASS A | 10.1% |
|
ON SEMICONDUCTOR CORPORATION | 10.0% |
|
MONOLITHIC POWER SYSTEMS INC | 9.7% |
|
ADVANCED ENERGY INDUSTRIES | 3.9% |
|
ALBEMARLE CORP | 3.6% |
|
MP MATERIALS CORP CLASS A | 3.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.3% |
|
VICOR CORP | 2.9% |
|
ACUITY BRANDS INC | 2.8% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.6% |
QCLN Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
 |
BYD CO LTD-H | -4.4% |
 |
VESTAS WIND SYSTEMS A/S | -3.6% |
|
LI AUTO, INC. CLASS A | -2.9% |
|
XPENG, INC. CLASS A | -2.6% |
|
NIO INC-CLASS A | -2.5% |
 |
LG ENERGY SOLUTION LTD. | -2.4% |
 |
KINGSPAN GROUP PLC | -2.4% |
 |
CAPITAMALL TRUST | -1.9% |