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
13
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
39%
ALSO IN CNRG
CNRG
41
HOLDINGS
32%
ALSO IN ACES
SECTOR DRIFT (ACES minus CNRG)
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 ACES |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.7% | 6.8% | 5.7% |
|
SUNRUN INC. | 4.3% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 5.4% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 5.4% | 2.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 5.5% | 2.6% | 2.6% |
ACES Overweight Relative to CNRG
|
ALBEMARLE CORP | 7.1% |
|
RIVIAN AUTOMOTIVE INC-A | 5.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.1% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
TESLA MOTORS INC | 3.9% |
|
PLUG POWER INC | 3.7% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.7% |
|
ITRON INC | 3.5% |
|
NORTHLAND POWER INC | 3.4% |
|
ORMAT TECHNOLOGIES INC | 2.8% |
ACES Underweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | -7.8% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -4.1% |
|
FLUENCE ENERGY INC CLASS A | -4.1% |
|
CANADIAN SOLAR INC | -3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.6% |
|
GE VERONA | -2.6% |
|
JINKOSOLAR HOLDING CO-ADR | -2.5% |
|
TRANSALTA CORP | -2.4% |
|
CORNING INC | -2.4% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |