Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
58%
ALSO IN PBW
PBW
52
HOLDINGS
37%
ALSO IN ACES
SECTOR DRIFT (ACES minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 6.0% | 2.8% | 2.8% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.2% | 2.2% | 2.2% |
|
FIRST SOLAR INC | 5.3% | 2.0% | 2.0% |
|
PLUG POWER INC | 3.0% | 1.9% | 1.9% |
|
ALBEMARLE CORP | 5.9% | 1.8% | 1.8% |
ACES Overweight Relative to PBW
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.6% |
|
NORTHLAND POWER INC | 4.5% |
|
ALBEMARLE CORP | 4.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.1% |
|
LUCID GROUP, INC. | 4.1% |
|
ORMAT TECHNOLOGIES INC | 3.9% |
|
TESLA MOTORS INC | 3.8% |
|
BORALEX INC -CL 'A' | 3.6% |
|
NEXTRACKER, INC. CLASS A | 3.6% |
ACES Underweight Relative to PBW
|
SOLID POWER, INC. CLASS A | -3.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
MP MATERIALS CORP CLASS A | -2.4% |
|
JOBY AVIATION, INC. | -2.4% |
|
AMPRIUS TECHNOLOGIES INC | -2.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.2% |
|
STANDARD LITHIUM LTD. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
BEL FUSE INC-CL B | -1.8% |