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
10
# OF OVERLAPPING
HOLDINGS
SMOG
63
HOLDINGS
19%
ALSO IN QCLN
QCLN
58
HOLDINGS
19%
ALSO IN SMOG
SECTOR DRIFT (SMOG minus QCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOG |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.5% | 9.8% | 9.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.9% | 8.8% | 4.9% |
|
FIRST SOLAR INC | 2.8% | 3.9% | 2.8% |
|
RIVIAN AUTOMOTIVE INC-A | 2.6% | 6.1% | 2.6% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 4.3% | 1.6% |
SMOG Overweight Relative to QCLN
 |
IBERDROLA SA | 9.7% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.1% |
 |
BYD CO LTD-H | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
 |
SAMSUNG SDI CO LTD | 4.5% |
 |
AXIA ENERGIA | 3.2% |
 |
KINGSPAN GROUP PLC | 3.1% |
|
ORSTED | 2.0% |
|
LG ENERGY SOLUTION LTD. | 1.8% |
SMOG Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -8.7% |
|
MONOLITHIC POWER SYSTEMS INC | -8.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.8% |
|
ACUITY BRANDS INC | -3.6% |
|
RIVIAN AUTOMOTIVE INC-A | -3.6% |
|
ADVANCED ENERGY INDUSTRIES | -3.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.2% |
|
ALBEMARLE CORP | -3.0% |
|
NEXTRACKER, INC. CLASS A | -2.8% |