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
24%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
PBW
70
HOLDINGS
33%
ALSO IN ACES
ACES
33
HOLDINGS
63%
ALSO IN PBW
SECTOR DRIFT (PBW 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 PBW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.9% | 2.1% | 1.9% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.6% | 1.6% | 1.6% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 1.6% | 1.9% | 1.6% |
|
FIRST SOLAR INC | 1.5% | 4.5% | 1.5% |
|
FLUENCE ENERGY INC CLASS A | 1.8% | 1.4% | 1.4% |
PBW Overweight Relative to ACES
|
HYLIION HOLDINGS CORP. CLASS A | 4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
ASPEN AEROGELS INC | 2.2% |
 |
BALLARD POWER SYSTEMS INC | 2.0% |
|
MYR GROUP INC/DELAWARE | 1.9% |
|
IONQ, INC. | 1.9% |
|
POWELL INDUSTRIES INC | 1.8% |
|
D-WAVE QUANTUM INC | 1.7% |
|
LIFEZONE HOLDINGS LTD | 1.7% |
PBW Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -6.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.6% |
|
NORTHLAND POWER INC | -5.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -5.0% |
|
RIVIAN AUTOMOTIVE INC-A | -4.8% |
|
ITRON INC | -4.0% |
|
TESLA MOTORS INC | -3.8% |
|
BORALEX INC -CL 'A' | -3.6% |
|
NEXTRACKER, INC. CLASS A | -3.5% |
|
ALBEMARLE CORP | -3.5% |