Fund Overlap

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


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OVERLAP
27%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
27%
ALSO IN ACES
ACES
33
HOLDINGS
41%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in ACES
Overlap
FIRST SOLAR INC 3.9% 4.5% 3.9%
NEXTRACKER, INC. CLASS A 3.4% 4.7% 3.4%
ORMAT TECHNOLOGIES INC 2.5% 4.4% 2.5%
ENPHASE ENERGY INC 2.2% 4.1% 2.2%
CLEARWAY ENERGY, INC. CLASS C 2.1% 5.0% 2.1%
FRNW Overweight Relative to ACES
GE VERONA 5.5%
BLOOM ENERGY CORPORATION CLASS A 4.8%
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ENLIGHT RENEWABLE ENERGY LTD 3.2%
ACCIONA SA 3.0%
ORSTED 3.0%
NORDEX AG 2.6%
BROOKFIELD RENEWABLE CORP 2.1%
VERBUND AG 2.1%
FRNW Underweight Relative to ACES
HANNON ARMSTRONG SUSTAINABLE -6.2%
RIVIAN AUTOMOTIVE INC-A -6.0%
BROOKFIELD RENEWABLE PARTNERS LP -5.6%
TESLA MOTORS INC -5.0%
ALBEMARLE CORP -4.6%
NORTHLAND POWER INC -3.5%
ANDERSONS INC/THE -3.5%
ITRON INC -2.9%
CLEARWAY ENERGY, INC. CLASS C -2.9%
PLUG POWER INC -2.4%
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