Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
5.5%
% of QCLN's 57 holdings also in SDG
2.2%
% of SDG's 148 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus SDG)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.4% | 1.0% | 1.0% |
|
ENPHASE ENERGY INC | 7.5% | 0.7% | 0.7% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.8% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to SDG
|
FIRST SOLAR INC | 8.5% |
|
ON SEMICONDUCTOR CORPORATION | 7.5% |
|
ALBEMARLE CORP | 7.3% |
|
TESLA MOTORS INC | 7.0% |
|
ENPHASE ENERGY INC | 6.9% |
|
ACUITY BRANDS INC | 4.3% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.3% |
QCLN Underweight Relative to SDG
 |
ALSTOM | -4.7% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.2% |
 |
UMICORE | -4.1% |
 |
VESTAS WIND SYSTEMS A/S | -4.0% |
 |
NOVARTIS AG | -3.9% |
 |
WH GROUP LTD | -3.5% |
|
NOVO NORDISK A/S-B | -3.3% |
 |
SAMSUNG SDI CO LTD | -2.6% |
|
EAST JAPAN RAILWAY CO | -2.5% |
|
DIGITAL REALTY TRUST INC | -2.4% |