Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

17

Number of overlapping holdings

37.0%

% of QCLN's 49 holdings also in RNEW

44.7%

% of RNEW's 42 holdings also in QCLN

Overlap by Weight
Sector Drift (QCLN minus RNEW)
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 RNEW
Overlap
RIVIAN AUTOMOTIVE INC-A 9.1% 4.7% 4.7%
LUCID GROUP, INC. 5.0% 4.2% 4.2%
ENPHASE ENERGY INC 4.3% 4.1% 4.1%
FIRST SOLAR INC 8.8% 3.8% 3.8%
TESLA MOTORS INC 7.8% 3.3% 3.3%

Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RNEW
ON SEMICONDUCTOR CORPORATION 6.9%
FIRST SOLAR INC 5.1%
ACUITY BRANDS INC 4.9%
BROOKFIELD RENEWABLE PARTNERS LP 4.5%
TESLA MOTORS INC 4.4%
RIVIAN AUTOMOTIVE INC-A 4.4%
NEXTRACKER, INC. CLASS A 4.2%
UNIVERSAL DISPLAY CORP 3.5%
ALBEMARLE CORP 3.2%
MP MATERIALS CORP CLASS A 3.1%
QCLN Underweight Relative to RNEW
REPUBLIC SERVICES INC -6.7%
CHENIERE ENERGY INC -6.2%
WASTE MANAGEMENT INC -6.2%
CHENIERE ENERGY PARTNERS LP -6.0%
ECOLAB INC -5.5%
CLEAN HARBORS INC -4.8%
QUANTA SERVICES INC -4.6%
DONALDSON CO INC -4.4%
CASELLA WASTE SYSTEMS INC-A -4.4%
IDACORP INC -3.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY