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   
OVERLAP
22%

OVERLAP
BY WEIGHT
14

# OF OVERLAPPING
HOLDINGS
ACES
35
HOLDINGS
40%
ALSO IN ICLN
ICLN
103
HOLDINGS
19%
ALSO IN ACES
SECTOR DRIFT (ACES minus ICLN)
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 ICLN
Overlap
NEXTRACKER, INC. CLASS A 4.8% 4.5% 4.5%
FIRST SOLAR INC 4.5% 8.1% 4.5%
ENPHASE ENERGY INC 4.6% 2.8% 2.8%
ORMAT TECHNOLOGIES INC 5.3% 2.5% 2.5%
NORTHLAND POWER INC 5.0% 1.6% 1.6%
ACES Overweight Relative to ICLN
ALBEMARLE CORP 5.5%
ITRON INC 5.1%
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%
NORTHLAND POWER INC 3.4%
BORALEX INC -CL 'A' 3.4%
CLEARWAY ENERGY, INC. CLASS C 3.2%
ACES Underweight Relative to ICLN
SSE PLC -6.2%
VESTAS WIND SYSTEMS A/S -5.9%
IBERDROLA SA -5.6%
CHINA YANGTZE POWER CO LTD-A -4.2%
EDP-ENERGIAS DE PORTUGAL SA -3.8%
FIRST SOLAR INC -3.7%
EQUATORIAL ENERGIA SA - ORD -3.3%
SUZLON ENERGY LIMITED -2.7%
DONG ENERGY A/S -2.6%
BLOOM ENERGY CORPORATION CLASS A -2.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY