Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
18%
ALSO IN RAYS
RAYS
1
HOLDINGS
13%
ALSO IN ACES
SECTOR DRIFT (ACES minus RAYS)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 5.3% | 8.0% | 5.3% |
|
NEXTRACKER, INC. CLASS A | 4.5% | 7.3% | 4.5% |
|
ENPHASE ENERGY INC | 3.7% | 4.9% | 3.7% |
|
SUNRUN INC. | 4.8% | 1.9% | 1.9% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.4% | 0.8% | 0.8% |
ACES Overweight Relative to RAYS
|
ALBEMARLE CORP | 6.0% |
|
TESLA MOTORS INC | 5.4% |
|
ORMAT TECHNOLOGIES INC | 5.4% |
 |
NORTHLAND POWER INC | 5.0% |
|
ITRON INC | 4.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.8% |
|
LUCID GROUP, INC. | 4.7% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.5% |
|
RIVIAN AUTOMOTIVE INC-A | 4.0% |
ACES Underweight Relative to RAYS
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.7% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.1% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
|
ZHEJIANG CHINT ELECTRICS-A | -4.0% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.5% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.2% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -3.0% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -2.9% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.9% |
|
NEXTRACKER, INC. CLASS A | -2.8% |