Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMOG
65
HOLDINGS
20%
ALSO IN QCLN
QCLN
50
HOLDINGS
23%
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 | 7.4% | 7.8% | 7.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.1% | 12.8% | 5.1% |
|
FIRST SOLAR INC | 2.6% | 5.5% | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 2.4% | 6.7% | 2.4% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 5.0% | 2.4% |
SMOG Overweight Relative to QCLN
|
NEXTERA ENERGY GROUP | 8.6% |
 |
IBERDROLA SA | 7.3% |
 |
ENEL SPA | 6.7% |
 |
BYD CO LTD-H | 5.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
SAMSUNG SDI CO LTD | 3.0% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
|
XPENG, INC. ADR SPONSORED CLASS A | 2.2% |
 |
KINGSPAN GROUP PLC | 2.2% |
|
NIO INC. SPONSORED ADR CLASS A | 2.1% |
SMOG Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -8.7% |
|
BLOOM ENERGY CORPORATION CLASS A | -7.7% |
|
ALBEMARLE CORP | -4.6% |
|
ADVANCED ENERGY INDUSTRIES | -4.6% |
|
RIVIAN AUTOMOTIVE INC-A | -4.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.7% |
|
MP MATERIALS CORP CLASS A | -3.5% |
|
FIRST SOLAR INC | -2.9% |
|
ACUITY BRANDS INC | -2.7% |
|
NEXTRACKER, INC. CLASS A | -2.6% |