Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
30%
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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.6% | 8.2% | 8.2% |
|
TESLA MOTORS INC | 6.3% | 15.7% | 6.3% |
|
ALBEMARLE CORP | 2.9% | 3.6% | 2.9% |
|
ENPHASE ENERGY INC | 2.4% | 8.2% | 2.4% |
|
ENERSYS | 2.3% | 4.6% | 2.3% |
QCLN Overweight Relative to WATS
|
ON SEMICONDUCTOR CORPORATION | 10.5% |
|
MONOLITHIC POWER SYSTEMS INC | 7.9% |
|
FIRST SOLAR INC | 7.7% |
|
NEXTRACKER, INC. CLASS A | 4.3% |
|
MP MATERIALS CORP CLASS A | 3.1% |
|
RIVIAN AUTOMOTIVE INC-A | 3.1% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.1% |
|
VICOR CORP | 3.0% |
|
ADVANCED ENERGY INDUSTRIES | 2.6% |
|
ACUITY BRANDS INC | 2.5% |
QCLN Underweight Relative to WATS
|
TESLA MOTORS INC | -9.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -6.1% |
|
ENPHASE ENERGY INC | -5.7% |
|
SUNRUN INC. | -4.5% |
|
FLUENCE ENERGY INC CLASS A | -3.9% |
|
GENERAC HOLDINGS INC | -3.5% |
|
ENERGY VAULT HOLDINGS, INC. | -3.4% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.4% |
|
ENOVIX CORPORATION | -3.4% |
|
ADVANCED BATTERY TECHNOLOGIE | -2.9% |