Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
QCLN
58
HOLDINGS
28%
ALSO IN WATS
WATS
22
HOLDINGS
68%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus WATS)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in WATS |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.8% | 20.4% | 9.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 8.8% | 9.6% | 8.8% |
|
ALBEMARLE CORP | 3.0% | 3.1% | 3.0% |
|
ENERSYS | 2.2% | 5.3% | 2.2% |
|
ENPHASE ENERGY INC | 1.3% | 5.0% | 1.3% |
QCLN Overweight Relative to WATS
|
ON SEMICONDUCTOR CORPORATION | 8.7% |
|
MONOLITHIC POWER SYSTEMS INC | 8.6% |
|
RIVIAN AUTOMOTIVE INC-A | 6.1% |
|
NEXTRACKER, INC. CLASS A | 4.3% |
|
FIRST SOLAR INC | 3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.8% |
|
ACUITY BRANDS INC | 3.6% |
|
ADVANCED ENERGY INDUSTRIES | 3.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.2% |
|
MP MATERIALS CORP CLASS A | 2.7% |
QCLN Underweight Relative to WATS
|
TESLA MOTORS INC | -10.6% |
|
AES CORP | -4.6% |
|
GENERAC HOLDINGS INC | -4.2% |
|
ENPHASE ENERGY INC | -3.8% |
|
ENERGY VAULT HOLDINGS, INC. | -3.6% |
|
SES AI CORPORATION CLASS A | -3.2% |
|
ENERSYS | -3.2% |
|
SOLID POWER, INC. CLASS A | -2.9% |
|
SUNRUN INC. | -2.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.6% |