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
SMOG
64
HOLDINGS
18%
ALSO IN QCLN
QCLN
53
HOLDINGS
20%
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 | 7.6% | 8.7% | 7.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.6% | 9.5% | 6.6% |
|
FIRST SOLAR INC | 3.0% | 7.1% | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% | 5.9% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 1.6% | 2.9% | 1.6% |
SMOG Overweight Relative to QCLN
 |
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% |
SMOG Underweight Relative to QCLN
|
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% |