Fund Overlap

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


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OVERLAP
29%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
22%
ALSO IN SMOG
SMOG
64
HOLDINGS
19%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus SMOG)
OVERLAPPING HOLDINGS

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Company Weight
in QCLN
Weight
in SMOG
Overlap
BLOOM ENERGY CORPORATION CLASS A 10.6% 8.8% 8.8%
TESLA MOTORS INC 6.3% 7.7% 6.3%
FIRST SOLAR INC 7.7% 4.3% 4.3%
NEXTRACKER, INC. CLASS A 4.3% 2.8% 2.8%
RIVIAN AUTOMOTIVE INC-A 3.1% 2.4% 2.4%
QCLN Overweight Relative to SMOG
ON SEMICONDUCTOR CORPORATION 10.5%
MONOLITHIC POWER SYSTEMS INC 7.9%
FIRST SOLAR INC 3.5%
MP MATERIALS CORP CLASS A 3.1%
BROOKFIELD RENEWABLE PARTNERS LP 3.1%
VICOR CORP 3.0%
ALBEMARLE CORP 2.9%
ADVANCED ENERGY INDUSTRIES 2.6%
ACUITY BRANDS INC 2.5%
ALLEGRO MICROSYSTEMS, INC. 2.4%
QCLN Underweight Relative to SMOG
NEXTERA ENERGY GROUP -6.8%
IBERDROLA SA -6.5%
ENEL SPA -6.0%
SAMSUNG SDI CO LTD -5.1%
BYD CO LTD-H -5.0%
VESTAS WIND SYSTEMS A/S -4.3%
CENTRAIS ELEC BRAS-SP ADR CM -2.4%
KINGSPAN GROUP PLC -2.1%
ORSTED -2.0%
NIO INC. SPONSORED ADR CLASS A -1.8%
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