Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
21%

OVERLAP
BY WEIGHT
7

# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
21%
ALSO IN RNRG
RNRG
35
HOLDINGS
21%
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 5.1% 5.5% 5.1%
ORMAT TECHNOLOGIES INC 5.4% 4.8% 4.8%
NORTHLAND POWER INC 4.4% 3.2% 3.2%
CLEARWAY ENERGY, INC. CLASS C 4.0% 2.5% 2.5%
SUNRUN INC. 3.7% 2.3% 2.3%
ACES Overweight Relative to RNRG
FIRST SOLAR INC 6.2%
ENPHASE ENERGY INC 5.9%
NEXTRACKER, INC. CLASS A 5.5%
PLUG POWER INC 5.4%
HANNON ARMSTRONG SUSTAINABLE 4.5%
RIVIAN AUTOMOTIVE INC-A 4.5%
TESLA MOTORS INC 4.2%
ALBEMARLE CORP 4.0%
ITRON INC 3.7%
EOS ENERGY ENTERPRISES, INC. CLASS A 2.9%
ACES Underweight Relative to RNRG
ENLIGHT RENEWABLE ENERGY LTD -7.4%
ORSTED -6.6%
EDP RENOVAVEIS SA -6.1%
MERIDIAN ENERGY LTD -5.8%
AXIA ENERGIA -5.4%
VERBUND AG -5.4%
ENGIE BRASIL ENERGIA S.A. -4.4%
MIGHTY RIVER POWER -4.3%
CONTACT ENERGY LTD -4.1%
ENERGIX-RENEWABLE ENERGIES LTD. -3.9%
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