Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
28%
ALSO IN WATS
WATS
23
HOLDINGS
61%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus WATS)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in WATS |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.0% | 16.0% | 9.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 8.2% | 9.1% | 8.2% |
|
ALBEMARLE CORP | 3.4% | 3.4% | 3.4% |
|
ENERSYS | 2.5% | 5.3% | 2.5% |
|
ENPHASE ENERGY INC | 1.9% | 7.0% | 1.9% |
QCLN Overweight Relative to WATS
|
MONOLITHIC POWER SYSTEMS INC | 8.3% |
|
ON SEMICONDUCTOR CORPORATION | 7.6% |
|
FIRST SOLAR INC | 7.1% |
|
RIVIAN AUTOMOTIVE INC-A | 5.1% |
|
ADVANCED ENERGY INDUSTRIES | 3.8% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.3% |
|
ACUITY BRANDS INC | 3.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.2% |
|
MP MATERIALS CORP CLASS A | 3.0% |
QCLN Underweight Relative to WATS
|
TESLA MOTORS INC | -7.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | -5.9% |
|
ENPHASE ENERGY INC | -5.1% |
|
FLUENCE ENERGY INC CLASS A | -4.3% |
|
SUNRUN INC. | -3.9% |
|
GENERAC HOLDINGS INC | -3.7% |
|
AES CORP | -3.5% |
|
ENERGY VAULT HOLDINGS, INC. | -3.0% |
|
ENERSYS | -2.9% |
|
ENOVIX CORPORATION | -2.8% |