Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
30%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
24%
ALSO IN TAN
TAN
28
HOLDINGS
29%
ALSO IN ACES
SECTOR DRIFT (ACES minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.4% | 10.3% | 5.4% |
|
NEXTRACKER, INC. CLASS A | 5.4% | 10.5% | 5.4% |
|
SUNRUN INC. | 4.3% | 6.8% | 4.3% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.1% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 6.7% | 3.6% |
ACES Overweight Relative to TAN
|
ALBEMARLE CORP | 7.1% |
|
TESLA MOTORS INC | 5.8% |
|
RIVIAN AUTOMOTIVE INC-A | 5.7% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.7% |
|
ORMAT TECHNOLOGIES INC | 5.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
PLUG POWER INC | 3.7% |
|
ITRON INC | 3.5% |
|
NORTHLAND POWER INC | 3.4% |
|
BORALEX INC -CL 'A' | 2.6% |
ACES Underweight Relative to TAN
 |
GCL POLY ENERGY HOLDINGS LTD | -6.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | -5.0% |
|
NEXTRACKER, INC. CLASS A | -5.0% |
|
FIRST SOLAR INC | -4.9% |
|
XINYI SOLAR HOLDINGS LTD | -4.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -4.0% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.3% |
|
ENPHASE ENERGY INC | -3.2% |
|
SUNRUN INC. | -2.5% |