Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
19.7%
% of SMOG's 66 holdings also in QCLN
23.5%
% of QCLN's 54 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus QCLN)
Overlapping Holdings
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Company | Weight in SMOG |
Weight in QCLN |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 12.4% | 12.7% | 12.4% | |
FIRST SOLAR INC | 4.0% | 6.9% | 4.0% | |
RIVIAN AUTOMOTIVE INC-A | 2.5% | 6.0% | 2.5% | |
ENPHASE ENERGY INC | 2.0% | 4.7% | 2.0% | |
BLOOM ENERGY CORPORATION CLASS A | 1.0% | 3.2% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to QCLN
NEXTERA ENERGY GROUP | 7.7% | |
IBERDROLA SA | 7.0% | |
BYD CO LTD-H | 6.5% | |
ENEL SPA | 6.1% | |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.9% | |
OWENS CORNING | 3.6% | |
VESTAS WIND SYSTEMS A/S | 3.6% | |
DONG ENERGY A/S | 2.7% | |
SAMSUNG SDI CO LTD | 2.6% | |
KINGSPAN GROUP PLC | 2.3% |
SMOG Underweight Relative to QCLN
ON SEMICONDUCTOR CORPORATION | -7.2% | |
ACUITY BRANDS INC | -5.0% | |
ALBEMARLE CORP | -4.7% | |
BROOKFIELD RENEWABLE PARTNERS LP | -3.8% | |
RIVIAN AUTOMOTIVE INC-A | -3.5% | |
UNIVERSAL DISPLAY CORP | -3.4% | |
ARCADIUM LITHIUM PLC | -2.9% | |
FIRST SOLAR INC | -2.9% | |
NEXTRACKER, INC. CLASS A | -2.8% | |
ITRON INC | -2.8% |