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% |