Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
6
Number of overlapping holdings
11.1%
% of QCLN's 342 holdings also in ETEC
15.0%
% of ETEC's 45 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus ETEC)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in QCLN |
Weight in ETEC |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 10.8% | 5.9% | 5.9% | |
UNIVERSAL DISPLAY CORP | 4.9% | 6.5% | 4.9% | |
ENPHASE ENERGY INC | 6.7% | 2.7% | 2.7% | |
FIRST SOLAR INC | 7.3% | 2.5% | 2.5% | |
LUCID GROUP, INC. | 3.8% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to ETEC
ON SEMICONDUCTOR CORPORATION | 8.0% | |
RIVIAN AUTOMOTIVE INC-A | 6.3% | |
ALBEMARLE CORP | 5.0% | |
TESLA MOTORS INC | 4.9% | |
FIRST SOLAR INC | 4.7% | |
ENPHASE ENERGY INC | 3.9% | |
ACUITY BRANDS INC | 3.7% | |
BROOKFIELD RENEWABLE PARTNERS LP | 3.3% | |
NEXTRACKER, INC. CLASS A | 3.2% | |
ALLEGRO MICROSYSTEMS, INC. | 2.6% |
QCLN Underweight Relative to ETEC
BORGWARNER INC | -5.8% | |
KURITA WATER INDUSTRIES LTD | -5.5% | |
SAMSUNG SDI CO LTD | -5.5% | |
YASKAWA ELECTRIC CORP | -5.3% | |
JOHNSON MATTHEY PLC | -5.0% | |
VOLTRONIC POWER TECHNOLOGY CORP. | -4.9% | |
UMICORE | -4.0% | |
TATUNG CO LTD | -3.5% | |
XPENG, INC. CLASS A | -3.3% | |
LI AUTO, INC. CLASS A | -3.2% |