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
28%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
24%
ALSO IN TAN
TAN
42
HOLDINGS
27%
ALSO IN ACES
SECTOR DRIFT (ACES minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 5.6% | 9.7% | 5.6% |
|
ENPHASE ENERGY INC | 4.9% | 8.2% | 4.9% |
|
FIRST SOLAR INC | 4.7% | 12.1% | 4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% | 4.0% | 4.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 5.2% | 2.8% | 2.8% |
ACES Overweight Relative to TAN
 |
NORTHLAND POWER INC | 5.7% |
|
TESLA MOTORS INC | 5.4% |
|
DARLING INTERNATIONAL INC | 5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
|
RIVIAN AUTOMOTIVE INC-A | 4.9% |
|
ITRON INC | 4.8% |
|
ORMAT TECHNOLOGIES INC | 4.6% |
|
ALBEMARLE CORP | 4.2% |
|
PLUG POWER INC | 3.7% |
|
ANDERSONS INC/THE | 3.3% |
ACES Underweight Relative to TAN
|
FIRST SOLAR INC | -7.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -7.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | -5.9% |
|
NEXTRACKER, INC. CLASS A | -4.1% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | -3.8% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.5% |
|
ENPHASE ENERGY INC | -3.3% |
 |
GCL POLY ENERGY HOLDINGS LTD | -3.1% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | -2.4% |
|
GRENERGY RENOVABLES S.A | -2.4% |