Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
42%
ALSO IN PBD
PBD
104
HOLDINGS
14%
ALSO IN ACES
SECTOR DRIFT (ACES minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 3.7% | 1.8% | 1.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.4% | 1.5% | 1.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.0% | 1.4% | 1.4% |
|
SUNRUN INC. | 4.6% | 1.4% | 1.4% |
|
ARRAY TECHNOLOGIES INC | 1.8% | 1.2% | 1.2% |
ACES Overweight Relative to PBD
|
ALBEMARLE CORP | 6.3% |
|
NEXTRACKER, INC. CLASS A | 6.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
TESLA MOTORS INC | 5.2% |
|
FIRST SOLAR INC | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.5% |
|
ORMAT TECHNOLOGIES INC | 4.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.2% |
|
RIVIAN AUTOMOTIVE INC-A | 3.9% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.9% |
ACES Underweight Relative to PBD
|
SES AI CORPORATION CLASS A | -1.6% |
 |
TECO ELECTRIC & MACHINERY | -1.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.6% |
 |
DONG ENERGY A/S | -1.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | -1.4% |
 |
NIO INC. SPONSORED ADR CLASS A | -1.3% |
 |
CERES POWER HOLDINGS PLC | -1.3% |
 |
WASION GROUP HOLDINGS LTD | -1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.1% |