Fund Overlap

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


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OVERLAP
37%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
39%
ALSO IN FRNW
FRNW
68
HOLDINGS
27%
ALSO IN ACES
SECTOR DRIFT (ACES minus FRNW)
OVERLAPPING HOLDINGS

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Company Weight
in ACES
Weight
in FRNW
Overlap
NEXTRACKER, INC. CLASS A 5.7% 5.7% 5.7%
FIRST SOLAR INC 5.8% 5.1% 5.1%
SUNRUN INC. 4.9% 3.9% 3.9%
ORMAT TECHNOLOGIES INC 5.4% 3.2% 3.2%
ITRON INC 3.6% 3.1% 3.1%
ACES Overweight Relative to FRNW
ALBEMARLE CORP 7.0%
EOS ENERGY ENTERPRISES, INC. CLASS A 5.7%
TESLA MOTORS INC 5.4%
HANNON ARMSTRONG SUSTAINABLE 5.3%
RIVIAN AUTOMOTIVE INC-A 5.2%
BROOKFIELD RENEWABLE PARTNERS LP 5.0%
ANDERSONS INC/THE 2.3%
ORMAT TECHNOLOGIES INC 2.2%
WILLDAN GROUP, INC. 2.0%
PLUG POWER INC 2.0%
ACES Underweight Relative to FRNW
GE VERONA -8.4%
BLOOM ENERGY CORPORATION CLASS A -6.4%
VESTAS WIND SYSTEMS A/S -6.1%
EDP-ENERGIAS DE PORTUGAL SA -4.8%
SOLAREDGE TECHNOLOGIES, INC. -4.0%
NORDEX AG -4.0%
ACCIONA SA -3.9%
ENLIGHT RENEWABLE ENERGY LTD -3.6%
E.ON AG -3.2%
VERBUND AG -3.0%
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