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
8
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
24%
ALSO IN VCLN
VCLN
51
HOLDINGS
19%
ALSO IN ACES
SECTOR DRIFT (ACES minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 6.2% | 5.9% | 5.9% |
|
FIRST SOLAR INC | 3.9% | 8.1% | 3.9% |
|
ORMAT TECHNOLOGIES INC | 5.1% | 3.1% | 3.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.9% | 3.0% | 3.0% |
|
ENPHASE ENERGY INC | 7.4% | 1.8% | 1.8% |
ACES Overweight Relative to VCLN
|
ALBEMARLE CORP | 6.0% |
|
ENPHASE ENERGY INC | 5.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.0% |
|
ITRON INC | 4.9% |
|
NORTHLAND POWER INC | 4.4% |
|
TESLA MOTORS INC | 4.2% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.8% |
|
SUNRUN INC. | 3.5% |
ACES Underweight Relative to VCLN
 |
VESTAS WIND SYSTEMS A/S | -6.1% |
 |
IBERDROLA SA | -6.0% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.0% |
|
FIRST SOLAR INC | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.9% |
 |
CHINA YANGTZE POWER CO LTD-A | -2.9% |
 |
CHUBU ELECTRIC POWER CO INC | -2.7% |
 |
FORTUM OYJ | -2.5% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -2.4% |
 |
PRYSMIAN SPA | -2.3% |