Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
23.9%
% of QCLN's 49 holdings also in SMOG
19.6%
% of SMOG's 64 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 | 8.4% | 9.1% | 8.4% |
|
RIVIAN AUTOMOTIVE INC-A | 9.8% | 3.0% | 3.0% |
|
FIRST SOLAR INC | 8.2% | 2.9% | 2.9% |
|
ENPHASE ENERGY INC | 3.4% | 1.3% | 1.3% |
|
ORMAT TECHNOLOGIES INC | 2.9% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to SMOG
|
ON SEMICONDUCTOR CORPORATION | 7.6% |
|
RIVIAN AUTOMOTIVE INC-A | 6.8% |
|
FIRST SOLAR INC | 5.3% |
|
ACUITY BRANDS INC | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.3% |
|
NEXTRACKER, INC. CLASS A | 4.0% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
LUCID GROUP, INC. | 4.0% |
|
ALBEMARLE CORP | 3.3% |
|
ITRON INC | 3.2% |
QCLN Underweight Relative to SMOG
 |
IBERDROLA SA | -8.2% |
 |
ENEL SPA | -7.4% |
|
NEXTERA ENERGY GROUP | -7.3% |
 |
BYD CO LTD-H | -6.4% |
|
XPENG, INC. ADR SPONSORED CLASS A | -3.9% |
 |
VESTAS WIND SYSTEMS A/S | -3.5% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.4% |
 |
KINGSPAN GROUP PLC | -2.9% |
|
OWENS CORNING | -2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.7% |