Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
RNRG
36
HOLDINGS
22%
ALSO IN ACES
ACES
34
HOLDINGS
21%
ALSO IN RNRG
SECTOR DRIFT (RNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in RNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% | 5.0% | 4.8% |
 |
ORMAT TECHNOLOGIES INC | 4.4% | 5.1% | 4.4% |
|
SUNRUN INC. | 3.6% | 5.1% | 3.6% |
|
NORTHLAND POWER INC | 2.9% | 4.4% | 2.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.6% | 3.9% | 2.6% |
RNRG Overweight Relative to ACES
 |
DONG ENERGY A/S | 6.3% |
 |
AXIA ENERGIA | 6.3% |
 |
MERIDIAN ENERGY LTD | 6.0% |
 |
EDP RENOVAVEIS SA | 6.0% |
 |
VERBUND AG | 6.0% |
 |
BARITO RENEWABLE | 5.0% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.8% |
|
CONTACT ENERGY LTD | 4.5% |
|
ENGIE BRASIL ENERGIA S.A. | 4.5% |
|
MIGHTY RIVER POWER | 4.3% |
RNRG Underweight Relative to ACES
|
ENPHASE ENERGY INC | -7.4% |
|
NEXTRACKER, INC. CLASS A | -6.2% |
|
ALBEMARLE CORP | -6.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.0% |
|
ITRON INC | -4.9% |
|
TESLA MOTORS INC | -4.2% |
|
FIRST SOLAR INC | -3.9% |
|
RIVIAN AUTOMOTIVE INC-A | -3.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.8% |
|
PLUG POWER INC | -3.4% |