Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
19%
ALSO IN QCLN
QCLN
53
HOLDINGS
22%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus QCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 7.3% | 10.1% | 7.3% |
|
TESLA MOTORS INC | 6.8% | 6.3% | 6.3% |
|
FIRST SOLAR INC | 2.8% | 5.7% | 2.8% |
|
RIVIAN AUTOMOTIVE INC-A | 2.5% | 3.6% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.2% | 3.9% | 2.2% |
SMOG Overweight Relative to QCLN
|
NEXTERA ENERGY GROUP | 7.6% |
 |
IBERDROLA SA | 6.8% |
 |
ENEL SPA | 6.3% |
 |
BYD CO LTD-H | 5.7% |
 |
SAMSUNG SDI CO LTD | 4.9% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.0% |
 |
KINGSPAN GROUP PLC | 2.2% |
|
NIO INC. SPONSORED ADR CLASS A | 2.1% |
|
ORSTED | 2.1% |
SMOG Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -10.0% |
|
MONOLITHIC POWER SYSTEMS INC | -9.7% |
|
ADVANCED ENERGY INDUSTRIES | -3.9% |
|
ALBEMARLE CORP | -3.6% |
|
MP MATERIALS CORP CLASS A | -3.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.3% |
|
FIRST SOLAR INC | -2.9% |
|
VICOR CORP | -2.9% |
|
ACUITY BRANDS INC | -2.8% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.7% |