Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
25%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
22%
ALSO IN SMOG
SMOG
63
HOLDINGS
19%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus SMOG)
OVERLAPPING HOLDINGS

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Company Weight
in QCLN
Weight
in SMOG
Overlap
BLOOM ENERGY CORPORATION CLASS A 10.1% 7.3% 7.3%
TESLA MOTORS INC 6.3% 6.8% 6.3%
FIRST SOLAR INC 5.7% 2.8% 2.8%
RIVIAN AUTOMOTIVE INC-A 3.6% 2.5% 2.5%
NEXTRACKER, INC. CLASS A 3.9% 2.2% 2.2%
QCLN Overweight Relative to SMOG
ON SEMICONDUCTOR CORPORATION 10.0%
MONOLITHIC POWER SYSTEMS INC 9.7%
ADVANCED ENERGY INDUSTRIES 3.9%
ALBEMARLE CORP 3.6%
MP MATERIALS CORP CLASS A 3.4%
BROOKFIELD RENEWABLE PARTNERS LP 3.3%
FIRST SOLAR INC 2.9%
VICOR CORP 2.9%
ACUITY BRANDS INC 2.8%
BLOOM ENERGY CORPORATION CLASS A 2.7%
QCLN Underweight Relative to SMOG
NEXTERA ENERGY GROUP -7.6%
IBERDROLA SA -6.8%
ENEL SPA -6.3%
BYD CO LTD-H -5.7%
SAMSUNG SDI CO LTD -4.9%
VESTAS WIND SYSTEMS A/S -4.8%
CENTRAIS ELEC BRAS-SP ADR CM -3.0%
KINGSPAN GROUP PLC -2.2%
NIO INC. SPONSORED ADR CLASS A -2.1%
ORSTED -2.1%
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