Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
20%
ALSO IN QCLN
QCLN
48
HOLDINGS
24%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus QCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.5% | 6.0% | 6.0% |
|
FIRST SOLAR INC | 4.1% | 8.0% | 4.1% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% | 5.8% | 2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.4% | 4.9% | 1.4% |
|
NEXTRACKER, INC. CLASS A | 1.4% | 4.5% | 1.4% |
SMOG Overweight Relative to QCLN
|
NEXTERA ENERGY GROUP | 7.8% |
 |
IBERDROLA SA | 6.7% |
 |
ENEL SPA | 6.4% |
 |
BYD CO LTD-H | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.1% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.3% |
SMOG Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -9.3% |
|
MP MATERIALS CORP CLASS A | -5.9% |
|
ALBEMARLE CORP | -4.2% |
|
ACUITY BRANDS INC | -4.0% |
|
FIRST SOLAR INC | -3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.7% |
|
UNIVERSAL DISPLAY CORP | -3.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.5% |
|
ALLEGRO MICROSYSTEMS, INC. | -3.3% |
|
ITRON INC | -3.2% |