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
25.9%
% of QCLN's 342 holdings also in SMOG
21.2%
% of SMOG's 72 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 | 10.8% | 10.9% | 10.8% |
|
FIRST SOLAR INC | 7.3% | 3.6% | 3.6% |
|
ENPHASE ENERGY INC | 6.7% | 2.7% | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 6.3% | 2.4% | 2.4% |
|
LUCID GROUP, INC. | 3.8% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to SMOG
|
ON SEMICONDUCTOR CORPORATION | 8.0% |
|
ALBEMARLE CORP | 5.0% |
|
UNIVERSAL DISPLAY CORP | 4.9% |
|
ENPHASE ENERGY INC | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
ACUITY BRANDS INC | 3.7% |
|
FIRST SOLAR INC | 3.7% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.2% |
|
LUCID GROUP, INC. | 3.0% |
QCLN Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -8.0% |
 |
IBERDROLA SA | -6.8% |
 |
ENEL SPA | -6.4% |
 |
BYD CO LTD-H | -6.1% |
 |
VESTAS WIND SYSTEMS A/S | -5.0% |
 |
SAMSUNG SDI CO LTD | -3.4% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.0% |
|
OWENS CORNING | -2.8% |
 |
KINGSPAN GROUP PLC | -2.7% |
|
DONG ENERGY A/S | -2.6% |