Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
22%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
SMOG
62
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 9.1% 7.1% 7.1%
FIRST SOLAR INC 4.2% 7.9% 4.2%
RIVIAN AUTOMOTIVE INC-A 2.7% 5.8% 2.7%
BLOOM ENERGY CORPORATION CLASS A 2.4% 8.1% 2.4%
NEXTRACKER, INC. CLASS A 1.5% 4.8% 1.5%
SMOG Overweight Relative to QCLN
NEXTERA ENERGY GROUP 7.4%
IBERDROLA SA 6.5%
ENEL SPA 6.1%
BYD CO LTD-H 4.2%
VESTAS WIND SYSTEMS A/S 4.0%
XPENG, INC. ADR SPONSORED CLASS A 3.3%
LI AUTO, INC. SPONSORED ADR CLASS A 3.1%
CENTRAIS ELEC BRAS-SP ADR CM 2.7%
KINGSPAN GROUP PLC 2.7%
NIO INC. SPONSORED ADR CLASS A 2.6%
SMOG Underweight Relative to QCLN
ON SEMICONDUCTOR CORPORATION -7.1%
BLOOM ENERGY CORPORATION CLASS A -5.7%
MP MATERIALS CORP CLASS A -5.4%
ALBEMARLE CORP -4.2%
ACUITY BRANDS INC -4.0%
FIRST SOLAR INC -3.7%
BROOKFIELD RENEWABLE PARTNERS LP -3.3%
NEXTRACKER, INC. CLASS A -3.3%
ADVANCED ENERGY INDUSTRIES -3.1%
RIVIAN AUTOMOTIVE INC-A -3.0%
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