Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
22%
ALSO IN VCLN
VCLN
45
HOLDINGS
18%
ALSO IN ACES
SECTOR DRIFT (ACES minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 4.8% | 7.0% | 4.8% |
|
FIRST SOLAR INC | 4.7% | 8.2% | 4.7% |
|
ENPHASE ENERGY INC | 4.6% | 5.1% | 4.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.8% | 3.6% | 3.6% |
|
PLUG POWER INC | 3.9% | 2.9% | 2.9% |
ACES Overweight Relative to VCLN
|
RIVIAN AUTOMOTIVE INC-A | 6.1% |
|
TESLA MOTORS INC | 5.9% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.6% |
 |
NORTHLAND POWER INC | 5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
|
ITRON INC | 4.7% |
|
ALBEMARLE CORP | 4.6% |
|
SUNRUN INC. | 3.6% |
|
BORALEX INC -CL 'A' | 3.3% |
|
ANDERSONS INC/THE | 3.0% |
ACES Underweight Relative to VCLN
|
BLOOM ENERGY CORPORATION CLASS A | -10.1% |
 |
CHINA YANGTZE POWER CO LTD-A | -5.1% |
|
FIRST SOLAR INC | -3.6% |
 |
IBERDROLA SA | -3.5% |
 |
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
CERES POWER HOLDINGS PLC | -3.1% |
 |
INFINEON TECHNOLOGIES AG | -3.0% |
 |
PRYSMIAN SPA | -3.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.6% |
|
MAIRETECNIMONT SPA | -2.4% |