Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
23.7%
% of ACES's 38 holdings also in RNRG
21.4%
% of RNRG's 42 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus RNRG)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.4% | 4.9% | 4.9% |
 |
ORMAT TECHNOLOGIES INC | 4.0% | 3.2% | 3.2% |
|
NORTHLAND POWER INC | 4.9% | 3.2% | 3.2% |
|
NEXTERA ENERGY PARTNERS LP | 3.1% | 2.1% | 2.1% |
|
SUNRUN INC. | 2.9% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to RNRG
|
DARLING INTERNATIONAL INC | 5.5% |
|
NEXTRACKER, INC. CLASS A | 5.3% |
|
FIRST SOLAR INC | 5.2% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 5.0% |
|
ITRON INC | 4.8% |
|
TESLA MOTORS INC | 4.7% |
|
ENPHASE ENERGY INC | 4.5% |
|
ALBEMARLE CORP | 4.5% |
|
WOLFSPEED INC | 4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.6% |
ACES Underweight Relative to RNRG
 |
MERIDIAN ENERGY LTD | -6.3% |
 |
DONG ENERGY A/S | -6.0% |
 |
VERBUND AG | -5.6% |
 |
CENTRAIS ELETRICAS BRASILIER | -5.4% |
 |
RUSHYDRO JSC | -5.4% |
 |
EDP RENOVAVEIS SA | -4.9% |
|
ENGIE BRASIL ENERGIA S.A. | -4.5% |
|
MIGHTY RIVER POWER | -4.4% |
 |
NEOEN S.A. | -4.1% |
|
CONTACT ENERGY LTD | -3.3% |