Fund Overlap

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


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OVERLAP
25%

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 8.7% 7.6% 7.6%
BLOOM ENERGY CORPORATION CLASS A 9.5% 6.6% 6.6%
FIRST SOLAR INC 7.1% 3.0% 3.0%
RIVIAN AUTOMOTIVE INC-A 5.9% 2.7% 2.7%
NEXTRACKER, INC. CLASS A 2.9% 1.6% 1.6%
QCLN Overweight Relative to SMOG
MONOLITHIC POWER SYSTEMS INC 8.4%
ON SEMICONDUCTOR CORPORATION 6.6%
FIRST SOLAR INC 4.1%
ADVANCED ENERGY INDUSTRIES 3.9%
ALBEMARLE CORP 3.8%
ACUITY BRANDS INC 3.7%
MP MATERIALS CORP CLASS A 3.5%
BROOKFIELD RENEWABLE PARTNERS LP 3.5%
RIVIAN AUTOMOTIVE INC-A 3.2%
BLOOM ENERGY CORPORATION CLASS A 2.9%
QCLN Underweight Relative to SMOG
IBERDROLA SA -8.3%
NEXTERA ENERGY GROUP -7.0%
ENEL SPA -6.3%
VESTAS WIND SYSTEMS A/S -5.7%
BYD CO LTD-H -5.6%
SAMSUNG SDI CO LTD -5.0%
KINGSPAN GROUP PLC -3.1%
CONTEMPORARY AMPEREX TECHN-H -2.5%
AXIA ENERGIA -2.3%
ORSTED -1.9%
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