Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QCLN
48
HOLDINGS
24%
ALSO IN SMOG
SMOG
62
HOLDINGS
20%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.1% | 9.1% | 7.1% |
|
FIRST SOLAR INC | 7.9% | 4.2% | 4.2% |
|
RIVIAN AUTOMOTIVE INC-A | 5.8% | 2.7% | 2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 8.1% | 2.4% | 2.4% |
|
NEXTRACKER, INC. CLASS A | 4.8% | 1.5% | 1.5% |
QCLN Overweight Relative to SMOG
|
ON SEMICONDUCTOR CORPORATION | 7.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.7% |
|
MP MATERIALS CORP CLASS A | 5.4% |
|
ALBEMARLE CORP | 4.2% |
|
ACUITY BRANDS INC | 4.0% |
|
FIRST SOLAR INC | 3.7% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.3% |
|
ADVANCED ENERGY INDUSTRIES | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.0% |
QCLN Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -7.4% |
 |
IBERDROLA SA | -6.5% |
 |
ENEL SPA | -6.1% |
 |
BYD CO LTD-H | -4.2% |
 |
VESTAS WIND SYSTEMS A/S | -4.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |
 |
KINGSPAN GROUP PLC | -2.7% |
|
NIO INC. SPONSORED ADR CLASS A | -2.6% |