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

OVERLAP
13%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
15%
ALSO IN ETEC
ETEC
46
HOLDINGS
15%
ALSO IN ACES
SECTOR DRIFT (ACES minus ETEC)
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 ETEC |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 5.3% | 5.0% | 5.0% | |
ENPHASE ENERGY INC | 4.0% | 3.5% | 3.5% | |
TESLA MOTORS INC | 5.1% | 2.5% | 2.5% | |
RIVIAN AUTOMOTIVE INC-A | 4.1% | 1.5% | 1.5% | |
LUCID GROUP, INC. | 4.1% | 0.9% | 0.9% |
ACES Overweight Relative to ETEC
SUNRUN INC. | 6.0% | |
ALBEMARLE CORP | 5.9% | |
ORMAT TECHNOLOGIES INC | 5.4% | |
NEXTRACKER, INC. CLASS A | 5.1% | |
HANNON ARMSTRONG SUSTAINABLE | 5.0% | |
BROOKFIELD RENEWABLE PARTNERS LP | 4.6% | |
ITRON INC | 4.5% | |
NORTHLAND POWER INC | 4.5% | |
CLEARWAY ENERGY, INC. CLASS C | 4.1% | |
BORALEX INC -CL 'A' | 3.6% |
ACES Underweight Relative to ETEC
BORGWARNER INC | -6.9% | |
ALLEGRO MICROSYSTEMS, INC. | -5.3% | |
YASKAWA ELECTRIC CORP | -5.0% | |
UNIVERSAL DISPLAY CORP | -4.9% | |
KURITA WATER INDUSTRIES LTD | -4.9% | |
KEMIRA OYJ | -4.0% | |
VESTAS WIND SYSTEMS A/S | -3.7% | |
GS YUASA CORP | -3.6% | |
XYLEM INC | -3.3% | |
SIEMENS ENERGY AG | -3.2% |