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
20%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
21%
ALSO IN RNRG
RNRG
36
HOLDINGS
21%
ALSO IN ACES
SECTOR DRIFT (ACES minus RNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 5.0% | 5.3% | 5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.6% | 4.0% | 4.0% |
|
SUNRUN INC. | 5.0% | 3.4% | 3.4% |
|
NORTHLAND POWER INC | 4.4% | 2.8% | 2.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.6% | 2.3% | 2.3% |
ACES Overweight Relative to RNRG
|
ALBEMARLE CORP | 6.9% |
|
ENPHASE ENERGY INC | 5.8% |
|
NEXTRACKER, INC. CLASS A | 5.3% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.2% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.7% |
|
ITRON INC | 4.6% |
|
TESLA MOTORS INC | 4.5% |
|
FIRST SOLAR INC | 4.3% |
|
PLUG POWER INC | 4.1% |
|
RIVIAN AUTOMOTIVE INC-A | 4.1% |
ACES Underweight Relative to RNRG
 |
AXIA ENERGIA | -7.7% |
 |
DONG ENERGY A/S | -7.2% |
 |
EDP RENOVAVEIS SA | -6.5% |
 |
BARITO RENEWABLE | -6.0% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -5.1% |
 |
MERIDIAN ENERGY LTD | -5.1% |
 |
VERBUND AG | -4.8% |
|
ENGIE BRASIL ENERGIA S.A. | -4.5% |
|
MIGHTY RIVER POWER | -4.0% |
|
CONTACT ENERGY LTD | -3.9% |