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
QCLN
53
HOLDINGS
23%
ALSO IN SMOG
SMOG
64
HOLDINGS
20%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.8% | 7.4% | 7.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 12.8% | 5.1% | 5.1% |
|
FIRST SOLAR INC | 5.5% | 2.6% | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 6.7% | 2.4% | 2.4% |
|
NEXTRACKER, INC. CLASS A | 5.0% | 2.4% | 2.4% |
QCLN Overweight Relative to SMOG
|
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% |
QCLN Underweight Relative to SMOG
|
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% |