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
58
HOLDINGS
19%
ALSO IN SMOG
SMOG
64
HOLDINGS
19%
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 8.0% 8.4% 8.0%
BLOOM ENERGY CORPORATION CLASS A 11.1% 6.7% 6.7%
RIVIAN AUTOMOTIVE INC-A 6.9% 3.1% 3.1%
FIRST SOLAR INC 3.5% 2.7% 2.7%
NEXTRACKER, INC. CLASS A 3.9% 1.5% 1.5%
QCLN Overweight Relative to SMOG
MONOLITHIC POWER SYSTEMS INC 8.5%
ON SEMICONDUCTOR CORPORATION 8.3%
BLOOM ENERGY CORPORATION CLASS A 4.4%
RIVIAN AUTOMOTIVE INC-A 3.8%
ADVANCED ENERGY INDUSTRIES 3.7%
VICOR CORP 3.2%
ALBEMARLE CORP 3.2%
ENLIGHT RENEWABLE ENERGY LTD 3.2%
ACUITY BRANDS INC 3.2%
MP MATERIALS CORP CLASS A 2.9%
QCLN Underweight Relative to SMOG
IBERDROLA SA -8.4%
NEXTERA ENERGY GROUP -6.7%
ENEL SPA -6.6%
BYD CO LTD-H -5.4%
VESTAS WIND SYSTEMS A/S -4.8%
SAMSUNG SDI CO LTD -4.2%
AXIA ENERGIA -3.5%
KINGSPAN GROUP PLC -3.0%
CONTEMPORARY AMPEREX TECHN-H -2.1%
ORSTED -2.0%
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