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
20
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
38%
ALSO IN ACES
ACES
33
HOLDINGS
61%
ALSO IN PBW
SECTOR DRIFT (PBW minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 2.1% | 3.5% | 2.1% |
|
FLUENCE ENERGY INC CLASS A | 1.9% | 2.2% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 5.4% | 1.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.8% | 5.7% | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 5.7% | 1.8% |
PBW Overweight Relative to ACES
 |
CANADIAN SOLAR INC | 2.0% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
ARCHER AVIATION INC CLASS A | 1.8% |
|
SIGMA LITHIUM CORPORATION | 1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.8% |
|
ENOVIX CORPORATION | 1.7% |
|
JOBY AVIATION, INC. | 1.7% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% |
|
JINKOSOLAR HOLDING CO-ADR | 1.7% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 1.6% |
PBW Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
ALBEMARLE CORP | -5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
TESLA MOTORS INC | -4.2% |
|
RIVIAN AUTOMOTIVE INC-A | -4.2% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.9% |
|
NEXTRACKER, INC. CLASS A | -3.9% |
|
FIRST SOLAR INC | -3.7% |
|
ORMAT TECHNOLOGIES INC | -3.6% |