Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
8.3%
% of ACES's 36 holdings also in WNDY
12.5%
% of WNDY's 24 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus WNDY)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in WNDY |
Overlap | |
|---|---|---|---|---|
 |
NORTHLAND POWER INC | 5.2% | 10.5% | 5.2% |
|
BORALEX INC -CL 'A' | 4.1% | 4.5% | 4.1% |
|
INNERGEX RENEWABLE ENERGY | 3.0% | 5.3% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to WNDY
 |
RIVIAN AUTOMOTIVE INC-A | 5.5% |
|
LUCID GROUP, INC. | 5.5% |
|
ORMAT TECHNOLOGIES INC | 5.4% |
|
ITRON INC | 5.2% |
|
NEXTRACKER, INC. CLASS A | 5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
|
DARLING INTERNATIONAL INC | 5.1% |
|
FIRST SOLAR INC | 4.9% |
|
TESLA MOTORS INC | 4.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.5% |
ACES Underweight Relative to WNDY
 |
VESTAS WIND SYSTEMS A/S | -12.6% |
|
DONG ENERGY A/S | -11.1% |
 |
NORDEX AG | -7.4% |
 |
MING YANG SMART ENERGY GROUP LIMITED | -5.9% |
|
NORTHLAND POWER INC | -5.3% |
|
CHINA LONGYUAN POWER GROUP-H | -4.7% |
|
DAJIN HEAVY INDUSTRY CO., LTD. CLASS | -4.4% |
|
CECEP WIND-POWER CORP CLASS A | -4.3% |
|
CADELER A/S | -4.0% |
 |
CENTURY IRON & STEEL INDUSTRIAL CO., | -3.9% |