Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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4

Number of overlapping holdings

7.8%

% of QCLN's 54 holdings also in IDRV

9.8%

% of IDRV's 49 holdings also in QCLN

Overlap by Weight
Sector Drift (QCLN minus IDRV)
Overlapping Holdings

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Company Weight
in QCLN
Weight
in IDRV
Overlap
TESLA MOTORS INC 15.8% 9.8% 9.8%
RIVIAN AUTOMOTIVE INC-A 6.9% 5.0% 5.0%
LUCID GROUP, INC. 3.2% 3.1% 3.1%
CHARGEPOINT HOLDINGS, INC. CLASS A 0.2% 0.6% 0.2%

Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to IDRV
FIRST SOLAR INC 6.8%
ON SEMICONDUCTOR CORPORATION 6.6%
TESLA MOTORS INC 6.0%
ACUITY BRANDS INC 4.8%
ENPHASE ENERGY INC 4.7%
ALBEMARLE CORP 4.3%
BROOKFIELD RENEWABLE PARTNERS LP 3.5%
UNIVERSAL DISPLAY CORP 3.3%
BLOOM ENERGY CORPORATION CLASS A 3.0%
ARCADIUM LITHIUM PLC 2.8%
QCLN Underweight Relative to IDRV
XPENG, INC. CLASS A -5.9%
BYD CO LTD-H -4.7%
LI AUTO, INC. CLASS A -4.4%
LG ENERGY SOLUTION LTD. -4.2%
SCHNEIDER ELECTRIC SA -4.2%
ABB LTD. -4.1%
DENSO CORP -3.5%
RENAULT SA -3.4%
VOLKSWAGEN AG-PFD -3.0%
PORSCHE AUTOMOBIL HLDG-PFD -2.8%
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