Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
29.4%
% of QCLN's 54 holdings also in ERTH
12.5%
% of ERTH's 123 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus ERTH)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 12.8% | 7.3% | 7.3% |
|
FIRST SOLAR INC | 7.2% | 4.4% | 4.4% |
|
ENPHASE ENERGY INC | 4.2% | 1.9% | 1.9% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% | 1.7% | 1.7% |
|
NEXTRACKER, INC. CLASS A | 3.0% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to ERTH
|
ON SEMICONDUCTOR CORPORATION | 7.1% |
|
TESLA MOTORS INC | 5.5% |
|
ACUITY BRANDS INC | 5.5% |
|
ALBEMARLE CORP | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
UNIVERSAL DISPLAY CORP | 3.6% |
|
RIVIAN AUTOMOTIVE INC-A | 3.6% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
ITRON INC | 2.9% |
|
FIRST SOLAR INC | 2.8% |
QCLN Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -5.9% |
|
NVIDIA CORP | -5.6% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.0% |
 |
LI AUTO, INC. CLASS A | -3.3% |
 |
VESTAS WIND SYSTEMS A/S | -3.2% |
 |
LG ENERGY SOLUTION LTD. | -2.9% |
 |
KINGSPAN GROUP PLC | -2.8% |
|
ADVANCED DRAINAGE SYSTEMS INC | -2.2% |
 |
CAPITAMALL TRUST | -2.0% |
 |
SUZANO PAPEL E CELULOSE SA | -2.0% |