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
19.7%
% of SMOG's 67 holdings also in QCLN
23.5%
% of QCLN's 54 holdings also in SMOG
Overlap by Weight
Sector Drift (SMOG minus QCLN)
Overlapping Holdings
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| Company | Weight in SMOG |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.7% | 8.6% | 7.7% |
|
FIRST SOLAR INC | 3.9% | 7.4% | 3.9% |
|
ENPHASE ENERGY INC | 2.5% | 6.3% | 2.5% |
|
RIVIAN AUTOMOTIVE INC-A | 2.0% | 5.2% | 2.0% |
|
ENERSYS | 0.8% | 2.3% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to QCLN
|
NEXTERA ENERGY GROUP | 8.1% |
 |
IBERDROLA SA | 7.2% |
 |
BYD CO LTD-H | 7.2% |
 |
ENEL SPA | 6.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.2% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 4.1% |
 |
SAMSUNG SDI CO LTD | 3.4% |
|
OWENS CORNING | 3.2% |
|
DONG ENERGY A/S | 3.1% |
 |
KINGSPAN GROUP PLC | 2.7% |
SMOG Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -7.3% |
|
ACUITY BRANDS INC | -5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.4% |
|
ALBEMARLE CORP | -4.4% |
|
UNIVERSAL DISPLAY CORP | -4.4% |
|
ENPHASE ENERGY INC | -3.8% |
|
FIRST SOLAR INC | -3.4% |
|
ARCADIUM LITHIUM PLC | -3.2% |
|
RIVIAN AUTOMOTIVE INC-A | -3.2% |
|
NEXTRACKER, INC. CLASS A | -2.6% |