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
31%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
61%
ALSO IN PBW
PBW
52
HOLDINGS
38%
ALSO IN ACES
SECTOR DRIFT (ACES minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 4.4% | 2.1% | 2.1% |
|
ORMAT TECHNOLOGIES INC | 4.8% | 1.8% | 1.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.7% | 1.8% | 1.8% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 1.8% | 1.8% |
|
FIRST SOLAR INC | 4.8% | 1.8% | 1.8% |
ACES Overweight Relative to PBW
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% |
|
NORTHLAND POWER INC | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.2% |
|
NEXTRACKER, INC. CLASS A | 3.9% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.9% |
|
ALBEMARLE CORP | 3.6% |
|
TESLA MOTORS INC | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% |
|
ITRON INC | 3.1% |
|
SUNRUN INC. | 3.1% |
ACES Underweight Relative to PBW
 |
CANADIAN SOLAR INC | -2.0% |
|
STANDARD LITHIUM LTD. | -1.9% |
|
ARCHER AVIATION INC CLASS A | -1.8% |
|
SIGMA LITHIUM CORPORATION | -1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | -1.8% |
|
ENOVIX CORPORATION | -1.7% |
|
JOBY AVIATION, INC. | -1.7% |
|
NIO INC. SPONSORED ADR CLASS A | -1.7% |
|
JINKOSOLAR HOLDING CO-ADR | -1.7% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -1.6% |