Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
23.5%
% of QCLN's 54 holdings also in SMOG
19.7%
% of SMOG's 66 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus SMOG)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 12.8% | 11.8% | 11.8% |
|
FIRST SOLAR INC | 7.2% | 3.9% | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% | 2.1% | 2.1% |
|
ENPHASE ENERGY INC | 4.2% | 1.7% | 1.7% |
|
ORMAT TECHNOLOGIES INC | 2.7% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to SMOG
|
ON SEMICONDUCTOR CORPORATION | 7.1% |
|
ACUITY BRANDS INC | 5.5% |
|
ALBEMARLE CORP | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
UNIVERSAL DISPLAY CORP | 3.6% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% |
|
FIRST SOLAR INC | 3.2% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
NEXTRACKER, INC. CLASS A | 3.0% |
|
ITRON INC | 2.9% |
QCLN Underweight Relative to SMOG
|
NEXTERA ENERGY GROUP | -7.7% |
 |
IBERDROLA SA | -7.1% |
 |
BYD CO LTD-H | -6.9% |
 |
ENEL SPA | -6.3% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -3.9% |
|
OWENS CORNING | -3.5% |
 |
VESTAS WIND SYSTEMS A/S | -3.5% |
|
DONG ENERGY A/S | -2.8% |
 |
SAMSUNG SDI CO LTD | -2.6% |
 |
KINGSPAN GROUP PLC | -2.5% |