Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
15.2%
% of QCLN's 49 holdings also in KARS
13.2%
% of KARS's 61 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus KARS)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in KARS |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.6% | 3.0% | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 8.7% | 2.9% | 2.9% |
|
ALBEMARLE CORP | 4.0% | 2.9% | 2.9% |
|
LUCID GROUP, INC. | 4.4% | 2.2% | 2.2% |
|
MP MATERIALS CORP CLASS A | 2.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to KARS
|
FIRST SOLAR INC | 7.9% |
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
RIVIAN AUTOMOTIVE INC-A | 5.8% |
|
ACUITY BRANDS INC | 5.1% |
|
TESLA MOTORS INC | 4.6% |
|
ENPHASE ENERGY INC | 4.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.2% |
|
NEXTRACKER, INC. CLASS A | 4.1% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
ITRON INC | 3.1% |
QCLN Underweight Relative to KARS
 |
GEELY AUTOMOBILE HOLDINGS LT | -5.5% |
 |
LI AUTO, INC. CLASS A | -5.2% |
|
BYD CO LTD -A | -5.1% |
 |
PANASONIC CORP | -5.1% |
|
XPENG, INC. CLASS A | -4.8% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -4.0% |
|
NIO INC. SPONSORED ADR CLASS A | -4.0% |
 |
SOC QUIMICA Y MINERA CHILE-B | -2.8% |
|
CHONGQING SOKON INDUSTRY GROUP CO., | -2.8% |
|
ZHEJIANG LEAPMOTOR TECHNOLOGY CO., L | -2.6% |