Fund Overlap

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


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OVERLAP
23%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
20%
ALSO IN SMOG
SMOG
64
HOLDINGS
18%
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 7.7% 7.0% 7.0%
BLOOM ENERGY CORPORATION CLASS A 7.0% 5.0% 5.0%
FIRST SOLAR INC 7.1% 3.1% 3.1%
RIVIAN AUTOMOTIVE INC-A 6.0% 2.8% 2.8%
NEXTRACKER, INC. CLASS A 3.4% 1.9% 1.9%
QCLN Overweight Relative to SMOG
MONOLITHIC POWER SYSTEMS INC 9.2%
ON SEMICONDUCTOR CORPORATION 7.7%
ADVANCED ENERGY INDUSTRIES 4.2%
FIRST SOLAR INC 4.0%
BROOKFIELD RENEWABLE PARTNERS LP 3.7%
ACUITY BRANDS INC 3.7%
ALBEMARLE CORP 3.5%
RIVIAN AUTOMOTIVE INC-A 3.2%
ALLEGRO MICROSYSTEMS, INC. 3.1%
MP MATERIALS CORP CLASS A 2.7%
QCLN Underweight Relative to SMOG
IBERDROLA SA -8.9%
NEXTERA ENERGY GROUP -7.9%
ENEL SPA -7.0%
BYD CO LTD-H -6.0%
VESTAS WIND SYSTEMS A/S -4.8%
SAMSUNG SDI CO LTD -3.9%
CONTEMPORARY AMPEREX TECHN-H -2.8%
KINGSPAN GROUP PLC -2.3%
CENTRAIS ELEC BRAS-SP ADR CM -2.3%
ORSTED -2.1%
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