Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
ERTH
196
HOLDINGS
8%
ALSO IN ACES
ACES
32
HOLDINGS
41%
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 | 5.0% | 6.2% | 5.0% |
|
FIRST SOLAR INC | 3.8% | 5.0% | 3.8% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 4.2% | 2.6% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% | 6.5% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.1% | 4.5% | 1.1% |
ERTH Overweight Relative to ACES
|
DIGITAL REALTY TRUST INC | 5.1% |
|
NVIDIA CORP | 4.8% |
 |
BYD CO LTD-H | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.8% |
|
WEYERHAEUSER CO | 2.5% |
|
CONTEMPORARY AMPEREX TECHN-H | 2.3% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 2.2% |
 |
KINGSPAN GROUP PLC | 2.1% |
 |
SCENTRE GROUP | 2.0% |
 |
LG ENERGY SOLUTION LTD. | 1.8% |
ERTH Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -6.4% |
|
ITRON INC | -6.0% |
 |
NORTHLAND POWER INC | -5.7% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.5% |
|
ALBEMARLE CORP | -5.0% |
|
RIVIAN AUTOMOTIVE INC-A | -4.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.6% |
|
PLUG POWER INC | -4.3% |
|
ORMAT TECHNOLOGIES INC | -3.4% |
|
ANDERSONS INC/THE | -3.4% |