Fund Overlap

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


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OVERLAP
37%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
27%
ALSO IN ACES
ACES
33
HOLDINGS
39%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in ACES
Overlap
NEXTRACKER, INC. CLASS A 5.7% 5.7% 5.7%
FIRST SOLAR INC 5.1% 5.5% 5.1%
SUNRUN INC. 3.9% 4.2% 3.9%
ORMAT TECHNOLOGIES INC 3.2% 5.4% 3.2%
ITRON INC 3.1% 3.6% 3.1%
FRNW Overweight Relative to ACES
GE VERONA 8.4%
BLOOM ENERGY CORPORATION CLASS A 6.4%
VESTAS WIND SYSTEMS A/S 6.1%
EDP-ENERGIAS DE PORTUGAL SA 4.8%
SOLAREDGE TECHNOLOGIES, INC. 4.0%
NORDEX AG 4.0%
ACCIONA SA 3.9%
ENLIGHT RENEWABLE ENERGY LTD 3.6%
E.ON AG 3.2%
VERBUND AG 3.0%
FRNW Underweight Relative to ACES
ALBEMARLE CORP -6.7%
EOS ENERGY ENTERPRISES, INC. CLASS A -5.7%
TESLA MOTORS INC -5.7%
RIVIAN AUTOMOTIVE INC-A -5.5%
HANNON ARMSTRONG SUSTAINABLE -5.2%
BROOKFIELD RENEWABLE PARTNERS LP -5.0%
PLUG POWER INC -2.3%
ANDERSONS INC/THE -2.3%
ORMAT TECHNOLOGIES INC -2.2%
FLUENCE ENERGY INC CLASS A -2.2%
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