Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
17.6%
% of QCLN's 54 holdings also in VCLN
21.4%
% of VCLN's 45 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus VCLN)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.8% | 8.5% | 6.8% |
|
ENPHASE ENERGY INC | 4.7% | 8.6% | 4.7% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 2.8% | 2.6% |
|
MP MATERIALS CORP CLASS A | 1.6% | 1.5% | 1.5% |
|
SUNRUN INC. | 1.2% | 4.0% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to VCLN
|
TESLA MOTORS INC | 15.8% |
|
RIVIAN AUTOMOTIVE INC-A | 6.9% |
|
ON SEMICONDUCTOR CORPORATION | 6.6% |
|
ACUITY BRANDS INC | 4.8% |
|
ALBEMARLE CORP | 4.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.5% |
|
UNIVERSAL DISPLAY CORP | 3.3% |
|
LUCID GROUP, INC. | 3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.0% |
|
ARCADIUM LITHIUM PLC | 2.8% |
QCLN Underweight Relative to VCLN
 |
IBERDROLA SA | -4.9% |
|
CONSOLIDATED EDISON INC | -4.9% |
|
ENPHASE ENERGY INC | -3.8% |
|
NEXTERA ENERGY GROUP | -3.2% |
 |
VESTAS WIND SYSTEMS A/S | -3.2% |
 |
FORTUM OYJ | -3.1% |
|
DONG ENERGY A/S | -2.9% |
|
SUNRUN INC. | -2.8% |
 |
SSE PLC | -2.6% |
 |
TE CONNECTIVITY | -2.4% |