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
51
HOLDINGS
23%
ALSO IN SMOG
SMOG
65
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% 7.8% 7.8%
BLOOM ENERGY CORPORATION CLASS A 9.2% 3.9% 3.9%
RIVIAN AUTOMOTIVE INC-A 8.5% 3.3% 3.3%
FIRST SOLAR INC 6.6% 3.3% 3.3%
NEXTRACKER, INC. CLASS A 3.7% 1.9% 1.9%
QCLN Overweight Relative to SMOG
ON SEMICONDUCTOR CORPORATION 9.1%
BLOOM ENERGY CORPORATION CLASS A 5.3%
RIVIAN AUTOMOTIVE INC-A 5.3%
ALBEMARLE CORP 4.7%
MP MATERIALS CORP CLASS A 3.8%
ACUITY BRANDS INC 3.3%
ADVANCED ENERGY INDUSTRIES 3.3%
FIRST SOLAR INC 3.3%
BROOKFIELD RENEWABLE PARTNERS LP 3.2%
UNIVERSAL DISPLAY CORP 2.4%
QCLN Underweight Relative to SMOG
NEXTERA ENERGY GROUP -7.8%
IBERDROLA SA -7.3%
ENEL SPA -6.8%
BYD CO LTD-H -5.7%
VESTAS WIND SYSTEMS A/S -5.3%
CENTRAIS ELEC BRAS-SP ADR CM -2.5%
KINGSPAN GROUP PLC -2.3%
XPENG, INC. ADR SPONSORED CLASS A -2.3%
SAMSUNG SDI CO LTD -2.2%
LG ENERGY SOLUTION LTD. -2.2%
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