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
10

# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
20%
ALSO IN SMOG
SMOG
66
HOLDINGS
18%
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 8.9% 8.2% 8.2%
BLOOM ENERGY CORPORATION CLASS A 7.6% 5.7% 5.7%
FIRST SOLAR INC 7.0% 3.1% 3.1%
RIVIAN AUTOMOTIVE INC-A 6.2% 3.0% 3.0%
NEXTRACKER, INC. CLASS A 3.3% 1.9% 1.9%
QCLN Overweight Relative to SMOG
MONOLITHIC POWER SYSTEMS INC 8.5%
ON SEMICONDUCTOR CORPORATION 7.3%
FIRST SOLAR INC 3.9%
ADVANCED ENERGY INDUSTRIES 3.7%
ACUITY BRANDS INC 3.5%
ALBEMARLE CORP 3.5%
BROOKFIELD RENEWABLE PARTNERS LP 3.3%
RIVIAN AUTOMOTIVE INC-A 3.2%
ALLEGRO MICROSYSTEMS, INC. 3.0%
MP MATERIALS CORP CLASS A 2.8%
QCLN Underweight Relative to SMOG
IBERDROLA SA -8.6%
NEXTERA ENERGY GROUP -7.5%
ENEL SPA -6.8%
BYD CO LTD-H -5.8%
VESTAS WIND SYSTEMS A/S -4.7%
SAMSUNG SDI CO LTD -3.7%
CONTEMPORARY AMPEREX TECHN-H -2.6%
KINGSPAN GROUP PLC -2.2%
CENTRAIS ELEC BRAS-SP ADR CM -2.1%
ORSTED -2.1%
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