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

OVERLAP
13%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
15%
ALSO IN IDRV
IDRV
47
HOLDINGS
13%
ALSO IN ACES
SECTOR DRIFT (ACES minus IDRV)
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 IDRV |
Overlap | |
---|---|---|---|---|
ALBEMARLE CORP | 6.0% | 4.5% | 4.5% | |
TESLA MOTORS INC | 5.4% | 3.9% | 3.9% | |
RIVIAN AUTOMOTIVE INC-A | 4.0% | 3.0% | 3.0% | |
LUCID GROUP, INC. | 4.7% | 1.6% | 1.6% | |
EVGO, INC. CLASS A | 0.8% | 0.3% | 0.3% |
ACES Overweight Relative to IDRV
ORMAT TECHNOLOGIES INC | 5.4% | |
FIRST SOLAR INC | 5.3% | |
NORTHLAND POWER INC | 5.0% | |
ITRON INC | 4.9% | |
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% | |
HANNON ARMSTRONG SUSTAINABLE | 4.8% | |
SUNRUN INC. | 4.8% | |
NEXTRACKER, INC. CLASS A | 4.5% | |
CLEARWAY ENERGY, INC. CLASS C | 4.5% | |
BORALEX INC -CL 'A' | 3.9% |
ACES Underweight Relative to IDRV
LG CHEM LTD | -4.7% | |
LG ENERGY SOLUTION LTD. | -4.5% | |
SAMSUNG SDI CO LTD | -4.3% | |
PORSCHE AUTOMOBIL HLDG-PFD | -3.8% | |
SOC QUIMICA Y MINERA CHILE-B | -3.8% | |
VOLKSWAGEN AG-PFD | -3.8% | |
XPENG, INC. CLASS A | -3.6% | |
AUTOLIV INC | -3.0% | |
BYD CO LTD-H | -2.9% | |
LI AUTO, INC. CLASS A | -2.9% |