Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
44.7%
% of RNEW's 42 holdings also in QCLN
37.0%
% of QCLN's 49 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 | |
|---|---|---|---|---|
 |
RIVIAN AUTOMOTIVE INC-A | 4.7% | 9.1% | 4.7% |
|
LUCID GROUP, INC. | 4.2% | 5.0% | 4.2% |
|
ENPHASE ENERGY INC | 4.1% | 4.3% | 4.1% |
|
FIRST SOLAR INC | 3.8% | 8.8% | 3.8% |
|
TESLA MOTORS INC | 3.3% | 7.8% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to QCLN
|
REPUBLIC SERVICES INC | 6.7% |
|
CHENIERE ENERGY INC | 6.2% |
|
WASTE MANAGEMENT INC | 6.2% |
|
CHENIERE ENERGY PARTNERS LP | 6.0% |
|
ECOLAB INC | 5.5% |
|
CLEAN HARBORS INC | 4.8% |
|
QUANTA SERVICES INC | 4.6% |
|
DONALDSON CO INC | 4.4% |
|
CASELLA WASTE SYSTEMS INC-A | 4.4% |
|
IDACORP INC | 3.8% |
RNEW Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -6.9% |
|
FIRST SOLAR INC | -5.1% |
|
ACUITY BRANDS INC | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.5% |
|
TESLA MOTORS INC | -4.4% |
|
RIVIAN AUTOMOTIVE INC-A | -4.4% |
|
NEXTRACKER, INC. CLASS A | -4.2% |
|
UNIVERSAL DISPLAY CORP | -3.5% |
|
ALBEMARLE CORP | -3.2% |
|
MP MATERIALS CORP CLASS A | -3.1% |