Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
25.5%
% of QCLN's 57 holdings also in SMOG
20.9%
% of SMOG's 73 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus SMOG)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.6% | 7.1% | 6.6% |
|
FIRST SOLAR INC | 10.1% | 3.5% | 3.5% |
|
ENPHASE ENERGY INC | 7.6% | 3.0% | 3.0% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.5% | 1.5% | 1.5% |
|
ENERSYS | 2.0% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to SMOG
|
ALBEMARLE CORP | 7.1% |
|
ON SEMICONDUCTOR CORPORATION | 7.0% |
|
FIRST SOLAR INC | 6.6% |
|
ENPHASE ENERGY INC | 4.6% |
|
ACUITY BRANDS INC | 4.2% |
|
UNIVERSAL DISPLAY CORP | 3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.8% |
|
LUCID GROUP, INC. | 2.5% |
QCLN Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -9.8% |
 |
IBERDROLA SA | -7.6% |
 |
ENEL SPA | -6.6% |
 |
VESTAS WIND SYSTEMS A/S | -5.7% |
 |
BYD CO LTD-H | -5.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -4.1% |
 |
SAMSUNG SDI CO LTD | -3.6% |
|
OWENS CORNING | -2.9% |
|
DONG ENERGY A/S | -2.8% |
 |
KINGSPAN GROUP PLC | -2.7% |