Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
ERTH
122
HOLDINGS
12%
ALSO IN ACES
ACES
35
HOLDINGS
39%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in ERTH |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.7% | 5.4% | 4.7% |
|
FIRST SOLAR INC | 3.3% | 4.4% | 3.3% |
|
RIVIAN AUTOMOTIVE INC-A | 2.3% | 4.7% | 2.3% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 4.8% | 1.8% |
|
ENPHASE ENERGY INC | 1.1% | 4.7% | 1.1% |
ERTH Overweight Relative to ACES
|
NVIDIA CORP | 5.9% |
|
DIGITAL REALTY TRUST INC | 5.1% |
 |
BYD CO LTD-H | 4.2% |
|
LI AUTO, INC. CLASS A | 3.7% |
 |
VESTAS WIND SYSTEMS A/S | 3.5% |
 |
KINGSPAN GROUP PLC | 2.8% |
|
XPENG, INC. CLASS A | 2.4% |
 |
CAPITAMALL TRUST | 2.1% |
 |
LG ENERGY SOLUTION LTD. | 2.1% |
|
ADVANCED DRAINAGE SYSTEMS INC | 1.8% |
ERTH Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -5.3% |
|
ITRON INC | -5.3% |
|
ALBEMARLE CORP | -5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
NORTHLAND POWER INC | -4.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.9% |
|
ORMAT TECHNOLOGIES INC | -4.3% |
|
LUCID GROUP, INC. | -4.2% |
|
BORALEX INC -CL 'A' | -3.9% |
|
ENPHASE ENERGY INC | -3.6% |