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   

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY