Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
17.6%
% of QCLN's 54 holdings also in FDRV
19.6%
% of FDRV's 61 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus FDRV)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in FDRV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 12.8% | 6.0% | 6.0% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% | 3.3% | 3.3% |
|
ON SEMICONDUCTOR CORPORATION | 7.1% | 3.0% | 3.0% |
|
ALBEMARLE CORP | 4.9% | 2.2% | 2.2% |
|
LUCID GROUP, INC. | 2.7% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to FDRV
|
FIRST SOLAR INC | 7.2% |
|
TESLA MOTORS INC | 6.9% |
|
ACUITY BRANDS INC | 5.5% |
|
ENPHASE ENERGY INC | 4.2% |
|
ON SEMICONDUCTOR CORPORATION | 4.2% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
UNIVERSAL DISPLAY CORP | 3.6% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
NEXTRACKER, INC. CLASS A | 3.0% |
|
ITRON INC | 2.9% |
QCLN Underweight Relative to FDRV
|
UBER TECHNOLOGIES, INC. | -4.7% |
|
ANALOG DEVICES INC | -4.6% |
 |
NXP SEMICONDUCTORS NV | -3.8% |
 |
GARMIN LTD | -3.7% |
 |
BYD CO LTD-H | -3.6% |
 |
INFINEON TECHNOLOGIES AG | -3.1% |
|
SKYWORKS SOLUTIONS INC | -3.1% |
|
APTIV PLC | -2.8% |
|
LI AUTO, INC. CLASS A | -2.5% |
 |
SAMSUNG SDI CO LTD | -2.5% |