Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
47.6%
% of RNEW's 45 holdings also in QCLN
39.2%
% of QCLN's 54 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus QCLN)
Overlapping Holdings
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Company | Weight in RNEW |
Weight in QCLN |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 9.5% | 12.7% | 9.5% | |
RIVIAN AUTOMOTIVE INC-A | 5.1% | 6.0% | 5.1% | |
FIRST SOLAR INC | 3.2% | 6.9% | 3.2% | |
BLOOM ENERGY CORPORATION CLASS A | 3.2% | 3.2% | 3.2% | |
ITRON INC | 2.8% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to QCLN
CHENIERE ENERGY INC | 6.9% | |
QUANTA SERVICES INC | 6.1% | |
CLEAN HARBORS INC | 5.7% | |
REPUBLIC SERVICES INC | 5.7% | |
WASTE MANAGEMENT INC | 5.6% | |
ECOLAB INC | 5.0% | |
DONALDSON CO INC | 4.8% | |
BORGWARNER INC | 4.0% | |
CASELLA WASTE SYSTEMS INC-A | 3.3% | |
IDACORP INC | 3.0% |
RNEW Underweight Relative to QCLN
ON SEMICONDUCTOR CORPORATION | -7.2% | |
ACUITY BRANDS INC | -5.0% | |
ALBEMARLE CORP | -4.7% | |
BROOKFIELD RENEWABLE PARTNERS LP | -3.8% | |
FIRST SOLAR INC | -3.7% | |
UNIVERSAL DISPLAY CORP | -3.4% | |
TESLA MOTORS INC | -3.2% | |
ARCADIUM LITHIUM PLC | -2.9% | |
NEXTRACKER, INC. CLASS A | -2.8% | |
ADVANCED ENERGY INDUSTRIES | -2.2% |