Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
28%
ALSO IN WATS
WATS
23
HOLDINGS
61%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus WATS)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in WATS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 9.5% | 10.7% | 9.5% |
|
TESLA MOTORS INC | 8.7% | 16.2% | 8.7% |
|
ALBEMARLE CORP | 3.8% | 3.9% | 3.8% |
|
ENERSYS | 2.4% | 5.4% | 2.4% |
|
ENPHASE ENERGY INC | 1.7% | 6.4% | 1.7% |
QCLN Overweight Relative to WATS
|
MONOLITHIC POWER SYSTEMS INC | 8.4% |
|
FIRST SOLAR INC | 7.1% |
|
ON SEMICONDUCTOR CORPORATION | 6.6% |
|
RIVIAN AUTOMOTIVE INC-A | 5.9% |
|
ADVANCED ENERGY INDUSTRIES | 3.9% |
|
ACUITY BRANDS INC | 3.7% |
|
MP MATERIALS CORP CLASS A | 3.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.5% |
|
NEXTRACKER, INC. CLASS A | 2.9% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.5% |
QCLN Underweight Relative to WATS
|
TESLA MOTORS INC | -7.5% |
|
ENPHASE ENERGY INC | -4.7% |
|
ENERGY VAULT HOLDINGS, INC. | -4.2% |
|
AES CORP | -4.1% |
|
ADVANCED BATTERY TECHNOLOGIE | -3.6% |
|
GENERAC HOLDINGS INC | -3.5% |
|
SOLID POWER, INC. CLASS A | -3.4% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.1% |
|
SUNRUN INC. | -3.0% |
|
ENERSYS | -3.0% |