Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
6
Number of overlapping holdings
11.8%
% of QCLN's 54 holdings also in KARS
11.1%
% of KARS's 64 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus KARS)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in QCLN |
Weight in KARS |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 8.6% | 5.7% | 5.7% |
|
RIVIAN AUTOMOTIVE INC-A | 5.2% | 4.3% | 4.3% |
|
ALBEMARLE CORP | 4.4% | 3.4% | 3.4% |
|
LUCID GROUP, INC. | 2.7% | 2.1% | 2.1% |
|
MP MATERIALS CORP CLASS A | 1.7% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to KARS
|
FIRST SOLAR INC | 7.4% |
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
ENPHASE ENERGY INC | 6.3% |
|
ACUITY BRANDS INC | 5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.4% |
|
UNIVERSAL DISPLAY CORP | 4.4% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
TESLA MOTORS INC | 2.9% |
|
NEXTRACKER, INC. CLASS A | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.6% |
QCLN Underweight Relative to KARS
 |
BYD CO LTD -A | -5.1% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -4.3% |
 |
PANASONIC CORP | -4.3% |
|
LI AUTO, INC. CLASS A | -4.3% |
|
NIO INC. SPONSORED ADR CLASS A | -4.1% |
 |
SAMSUNG SDI CO LTD | -3.7% |
|
XPENG, INC. CLASS A | -2.7% |
|
CHINA MOLYBDENUM CO., LTD. CLASS A | -2.6% |
 |
PORSCHE AG | -2.6% |
|
LG ENERGY SOLUTION LTD. | -2.5% |