Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
18.2%
% of QCLN's 57 holdings also in FDRV
21.7%
% of FDRV's 61 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus FDRV)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in FDRV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.6% | 4.0% | 4.0% |
|
ON SEMICONDUCTOR CORPORATION | 7.0% | 3.6% | 3.6% |
|
ALBEMARLE CORP | 7.1% | 3.6% | 3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.5% | 1.9% | 1.9% |
|
LUCID GROUP, INC. | 3.1% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to FDRV
|
FIRST SOLAR INC | 10.1% |
|
ENPHASE ENERGY INC | 7.6% |
|
ACUITY BRANDS INC | 4.2% |
|
UNIVERSAL DISPLAY CORP | 3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
ALBEMARLE CORP | 3.4% |
|
ON SEMICONDUCTOR CORPORATION | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
|
TESLA MOTORS INC | 2.6% |
|
ALTUS MIDSTREAM CO. CLASS A | 2.3% |
QCLN Underweight Relative to FDRV
|
ANALOG DEVICES INC | -4.9% |
 |
NXP SEMICONDUCTORS NV | -4.8% |
 |
LI AUTO, INC. CLASS A | -4.3% |
 |
INFINEON TECHNOLOGIES AG | -3.6% |
|
APTIV PLC | -3.5% |
|
BYD CO LTD-H | -3.5% |
 |
STMICROELECTRONICS NV | -3.2% |
|
LYFT INC CLASS A | -2.8% |
|
SKYWORKS SOLUTIONS INC | -2.8% |
|
LATTICE SEMICONDUCTOR CORP | -2.7% |