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
31%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
37%
ALSO IN ACES
ACES
34
HOLDINGS
44%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ACES)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 3.9% | 7.4% | 3.9% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 6.2% | 3.5% |
|
ORMAT TECHNOLOGIES INC | 2.8% | 5.1% | 2.8% |
|
SUNRUN INC. | 2.8% | 5.1% | 2.8% |
|
PLUG POWER INC | 2.4% | 3.4% | 2.4% |
CNRG Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 3.7% |
|
AES CORP | 3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.9% |
|
ARCOSA INC | 2.9% |
|
GENERAC HOLDINGS INC | 2.9% |
|
NEXTERA ENERGY GROUP | 2.8% |
|
GE VERONA | 2.8% |
|
AVISTA CORP | 2.8% |
 |
JINKOSOLAR HOLDING CO-ADR | 2.7% |
|
CORNING INC | 2.6% |
CNRG Underweight Relative to ACES
|
ALBEMARLE CORP | -6.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
ITRON INC | -4.9% |
|
NORTHLAND POWER INC | -4.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.9% |
|
RIVIAN AUTOMOTIVE INC-A | -3.8% |
|
ENPHASE ENERGY INC | -3.4% |
|
NEXTRACKER, INC. CLASS A | -2.7% |
|
ANDERSONS INC/THE | -2.6% |