Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
36%
ALSO IN FRNW
FRNW
68
HOLDINGS
25%
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 | 4.9% | 4.0% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 5.5% | 3.5% | 3.5% |
 |
NORTHLAND POWER INC | 6.1% | 2.5% | 2.5% |
|
ORMAT TECHNOLOGIES INC | 5.0% | 2.4% | 2.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 5.9% | 2.4% | 2.4% |
ACES Overweight Relative to FRNW
|
TESLA MOTORS INC | 6.1% |
|
ITRON INC | 5.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.3% |
|
DARLING INTERNATIONAL INC | 4.9% |
|
RIVIAN AUTOMOTIVE INC-A | 4.4% |
|
ALBEMARLE CORP | 4.0% |
|
NORTHLAND POWER INC | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.5% |
|
ANDERSONS INC/THE | 3.4% |
ACES Underweight Relative to FRNW
|
GE VERONA | -4.5% |
 |
VESTAS WIND SYSTEMS A/S | -4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.3% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.3% |
|
ORSTED | -3.3% |
 |
VERBUND AG | -3.2% |
 |
NORDEX AG | -2.8% |
 |
ACCIONA SA | -2.7% |
 |
MERIDIAN ENERGY LTD | -2.4% |