Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
21%
ALSO IN RNRG
RNRG
35
HOLDINGS
24%
ALSO IN ACES
SECTOR DRIFT (ACES minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.4% | 4.8% | 4.8% |
 |
ORMAT TECHNOLOGIES INC | 5.0% | 4.0% | 4.0% |
|
NORTHLAND POWER INC | 5.3% | 3.3% | 3.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.2% | 2.6% | 2.6% |
|
SUNRUN INC. | 3.4% | 2.3% | 2.3% |
ACES Overweight Relative to RNRG
|
ENPHASE ENERGY INC | 7.2% |
|
NEXTRACKER, INC. CLASS A | 6.7% |
|
ALBEMARLE CORP | 6.4% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.4% |
|
ITRON INC | 4.7% |
|
TESLA MOTORS INC | 4.4% |
|
RIVIAN AUTOMOTIVE INC-A | 4.2% |
|
PLUG POWER INC | 3.9% |
|
FIRST SOLAR INC | 3.9% |
|
ANDERSONS INC/THE | 3.0% |
ACES Underweight Relative to RNRG
 |
AXIA ENERGIA | -6.4% |
 |
ORSTED | -6.3% |
 |
VERBUND AG | -6.3% |
 |
EDP RENOVAVEIS SA | -6.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -5.9% |
 |
MERIDIAN ENERGY LTD | -5.6% |
|
ENGIE BRASIL ENERGIA S.A. | -4.3% |
|
CONTACT ENERGY LTD | -4.2% |
|
MIGHTY RIVER POWER | -4.2% |
 |
DRAX GROUP PLC | -3.2% |