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
15
Number of overlapping holdings
39.5%
% of ACES's 38 holdings also in FRNW
30.0%
% of FRNW's 65 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus FRNW)
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 FRNW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 4.5% | 5.0% | 4.5% |
|
FIRST SOLAR INC | 5.2% | 4.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 5.3% | 2.9% | 2.9% |
 |
NORTHLAND POWER INC | 4.9% | 2.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 4.0% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to FRNW
|
DARLING INTERNATIONAL INC | 5.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.4% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 5.0% |
|
ITRON INC | 4.8% |
|
TESLA MOTORS INC | 4.7% |
|
ALBEMARLE CORP | 4.5% |
|
WOLFSPEED INC | 4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.6% |
|
NEXTERA ENERGY PARTNERS LP | 3.1% |
|
LUCID GROUP, INC. | 2.9% |
ACES Underweight Relative to FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.8% |
|
DONG ENERGY A/S | -4.0% |
 |
MERIDIAN ENERGY LTD | -2.9% |
 |
XINYI SOLAR HOLDINGS LTD | -2.4% |
 |
VERBUND AG | -2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.3% |
 |
DRAX GROUP PLC | -2.3% |
 |
EDP RENOVAVEIS SA | -2.2% |
|
CHINA LONGYUAN POWER GROUP-H | -2.1% |