Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
18%
ALSO IN KARS
KARS
82
HOLDINGS
9%
ALSO IN ACES
SECTOR DRIFT (ACES minus KARS)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in KARS |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 5.1% | 4.3% | 4.3% |
|
ALBEMARLE CORP | 5.8% | 4.1% | 4.1% |
|
RIVIAN AUTOMOTIVE INC-A | 5.6% | 3.2% | 3.2% |
|
PLUG POWER INC | 3.6% | 0.6% | 0.6% |
|
MICROVAST HOLDINGS, INC. | 0.7% | 0.1% | 0.1% |
ACES Overweight Relative to KARS
|
ENPHASE ENERGY INC | 5.3% |
|
SUNRUN INC. | 5.2% |
|
FIRST SOLAR INC | 5.2% |
|
ORMAT TECHNOLOGIES INC | 5.0% |
|
NEXTRACKER, INC. CLASS A | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
ITRON INC | 4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.8% |
|
NORTHLAND POWER INC | 4.5% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.9% |
ACES Underweight Relative to KARS
 |
PANASONIC CORP | -4.6% |
 |
BAYERISCHE MOTOREN WERKE AG | -4.3% |
 |
STMICROELECTRONICS NV | -4.2% |
 |
BYD CO LTD -A | -4.1% |
 |
XIAOMI CORP. CLASS B | -3.9% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -3.8% |
|
CHINA MOLYBDENUM CO., LTD. CLASS A | -3.2% |
|
GEELY AUTOMOBILE HOLDINGS LT | -2.6% |
 |
SAMSUNG SDI CO LTD | -2.3% |
|
LI AUTO, INC. CLASS A | -2.3% |