Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
ACES
35
HOLDINGS
40%
ALSO IN FRNW
FRNW
52
HOLDINGS
29%
ALSO IN ACES
SECTOR DRIFT (ACES minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.5% | 3.5% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 4.8% | 3.4% | 3.4% |
|
ENPHASE ENERGY INC | 4.6% | 3.2% | 3.2% |
|
ITRON INC | 5.1% | 2.7% | 2.7% |
 |
NORTHLAND POWER INC | 5.0% | 2.5% | 2.5% |
ACES Overweight Relative to FRNW
|
ALBEMARLE CORP | 5.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% |
|
TESLA MOTORS INC | 5.0% |
|
LUCID GROUP, INC. | 4.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% |
|
RIVIAN AUTOMOTIVE INC-A | 4.3% |
|
ORMAT TECHNOLOGIES INC | 2.8% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.6% |
|
NORTHLAND POWER INC | 2.4% |
|
SUNRUN INC. | 2.4% |
ACES Underweight Relative to FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.7% |
|
GE VERONA | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -3.1% |
 |
NORDEX AG | -2.7% |
 |
VINCI SA | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
NEOEN S.A. | -2.5% |
 |
ACCIONA SA | -2.5% |