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
10
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
29%
ALSO IN ICLN
ICLN
106
HOLDINGS
13%
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 | 6.0% | 6.8% | 6.0% |
|
FIRST SOLAR INC | 5.2% | 7.0% | 5.2% |
|
ENPHASE ENERGY INC | 5.5% | 3.2% | 3.2% |
|
PLUG POWER INC | 6.3% | 3.0% | 3.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.7% | 1.6% | 1.6% |
ACES Overweight Relative to ICLN
|
ORMAT TECHNOLOGIES INC | 5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% |
|
ALBEMARLE CORP | 4.7% |
|
NORTHLAND POWER INC | 4.5% |
|
TESLA MOTORS INC | 4.5% |
|
SUNRUN INC. | 3.8% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
ITRON INC | 3.6% |
|
PLUG POWER INC | 3.3% |
ACES Underweight Relative to ICLN
|
BLOOM ENERGY CORPORATION CLASS A | -11.5% |
 |
CHINA YANGTZE POWER CO LTD-A | -5.4% |
 |
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
EQUATORIAL ENERGIA SA - ORD | -2.7% |
 |
SUZLON ENERGY LIMITED | -2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.0% |
 |
CHUBU ELECTRIC POWER CO INC | -1.9% |
|
FIRST SOLAR INC | -1.8% |
|
ORSTED | -1.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.6% |