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   
OVERLAP
29%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
22%
ALSO IN SMOG
SMOG
66
HOLDINGS
19%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus SMOG)
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 SMOG
Overlap
BLOOM ENERGY CORPORATION CLASS A 9.6% 10.5% 9.6%
TESLA MOTORS INC 7.6% 7.3% 7.3%
FIRST SOLAR INC 7.0% 3.7% 3.7%
RIVIAN AUTOMOTIVE INC-A 4.2% 2.5% 2.5%
NEXTRACKER, INC. CLASS A 3.3% 2.3% 2.3%
QCLN Overweight Relative to SMOG
ON SEMICONDUCTOR CORPORATION 8.4%
MONOLITHIC POWER SYSTEMS INC 8.3%
ADVANCED ENERGY INDUSTRIES 4.0%
ALBEMARLE CORP 3.8%
FIRST SOLAR INC 3.3%
VICOR CORP 3.2%
ALLEGRO MICROSYSTEMS, INC. 3.1%
MP MATERIALS CORP CLASS A 3.1%
BROOKFIELD RENEWABLE PARTNERS LP 3.0%
ACUITY BRANDS INC 2.7%
QCLN Underweight Relative to SMOG
NEXTERA ENERGY GROUP -7.0%
IBERDROLA SA -7.0%
ENEL SPA -6.3%
BYD CO LTD-H -4.6%
VESTAS WIND SYSTEMS A/S -4.5%
SAMSUNG SDI CO LTD -4.2%
CONTEMPORARY AMPEREX TECHN-H -2.8%
CENTRAIS ELEC BRAS-SP ADR CM -2.3%
KINGSPAN GROUP PLC -2.3%
ORSTED -1.9%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY