Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
24%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
QCLN
58
HOLDINGS
19%
ALSO IN SMOG
SMOG
63
HOLDINGS
19%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus SMOG)
OVERLAPPING HOLDINGS

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in QCLN
Weight
in SMOG
Overlap
TESLA MOTORS INC 9.8% 9.5% 9.5%
BLOOM ENERGY CORPORATION CLASS A 8.8% 4.9% 4.9%
FIRST SOLAR INC 3.9% 2.8% 2.8%
RIVIAN AUTOMOTIVE INC-A 6.1% 2.6% 2.6%
NEXTRACKER, INC. CLASS A 4.3% 1.6% 1.6%
QCLN Overweight Relative to SMOG
ON SEMICONDUCTOR CORPORATION 8.7%
MONOLITHIC POWER SYSTEMS INC 8.6%
BLOOM ENERGY CORPORATION CLASS A 3.9%
ENLIGHT RENEWABLE ENERGY LTD 3.8%
ACUITY BRANDS INC 3.6%
RIVIAN AUTOMOTIVE INC-A 3.6%
ADVANCED ENERGY INDUSTRIES 3.4%
BROOKFIELD RENEWABLE PARTNERS LP 3.2%
ALBEMARLE CORP 3.0%
NEXTRACKER, INC. CLASS A 2.8%
QCLN Underweight Relative to SMOG
IBERDROLA SA -9.7%
NEXTERA ENERGY GROUP -7.7%
ENEL SPA -7.1%
BYD CO LTD-H -5.0%
VESTAS WIND SYSTEMS A/S -4.8%
SAMSUNG SDI CO LTD -4.5%
AXIA ENERGIA -3.2%
KINGSPAN GROUP PLC -3.1%
ORSTED -2.0%
LG ENERGY SOLUTION LTD. -1.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY