Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
19.6%
% of SMOG's 65 holdings also in QCLN
23.9%
% of QCLN's 49 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 | 8.2% | 7.8% | 7.8% |
|
FIRST SOLAR INC | 3.0% | 8.8% | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% | 9.1% | 2.7% |
|
ENPHASE ENERGY INC | 1.6% | 4.3% | 1.6% |
|
ORMAT TECHNOLOGIES INC | 1.0% | 3.2% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SMOG Overweight Relative to QCLN
 |
IBERDROLA SA | 8.6% |
|
NEXTERA ENERGY GROUP | 7.7% |
 |
ENEL SPA | 7.5% |
 |
BYD CO LTD-H | 6.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | 3.9% |
 |
VESTAS WIND SYSTEMS A/S | 3.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | 3.3% |
 |
KINGSPAN GROUP PLC | 2.9% |
|
OWENS CORNING | 2.8% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.7% |
SMOG Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -6.9% |
|
RIVIAN AUTOMOTIVE INC-A | -6.4% |
|
FIRST SOLAR INC | -5.9% |
|
ACUITY BRANDS INC | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.5% |
|
NEXTRACKER, INC. CLASS A | -4.2% |
|
LUCID GROUP, INC. | -4.1% |
|
UNIVERSAL DISPLAY CORP | -3.5% |
|
ITRON INC | -3.4% |
|
ALBEMARLE CORP | -3.2% |