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
13
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
32%
ALSO IN ACES
ACES
33
HOLDINGS
39%
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 | |
|---|---|---|---|---|
 |
EOS ENERGY ENTERPRISES, INC. CLASS A | 6.7% | 5.7% | 5.7% |
|
SUNRUN INC. | 3.6% | 4.2% | 3.6% |
|
FIRST SOLAR INC | 2.8% | 5.5% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.7% | 5.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 5.4% | 2.5% |
CNRG Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 9.5% |
|
FLUENCE ENERGY INC CLASS A | 4.2% |
 |
CANADIAN SOLAR INC | 3.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.6% |
 |
TRANSALTA CORP | 2.4% |
|
GE VERONA | 2.3% |
|
JINKOSOLAR HOLDING CO-ADR | 2.3% |
|
GENERAC HOLDINGS INC | 2.2% |
|
CORNING INC | 2.2% |
CNRG Underweight Relative to ACES
|
ALBEMARLE CORP | -6.7% |
|
RIVIAN AUTOMOTIVE INC-A | -5.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.9% |
|
TESLA MOTORS INC | -3.9% |
|
ITRON INC | -3.6% |
|
PLUG POWER INC | -3.5% |
|
NORTHLAND POWER INC | -3.4% |
|
NEXTRACKER, INC. CLASS A | -2.9% |