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
19%

OVERLAP
BY WEIGHT
5

# OF OVERLAPPING
HOLDINGS
ETEC
49
HOLDINGS
15%
ALSO IN ACES
ACES
33
HOLDINGS
15%
ALSO IN ETEC
SECTOR DRIFT (ETEC minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in ETEC
Weight
in ACES
Overlap
NEXTRACKER, INC. CLASS A 6.0% 6.9% 6.0%
FIRST SOLAR INC 4.7% 5.3% 4.7%
ENPHASE ENERGY INC 3.3% 4.3% 3.3%
TESLA MOTORS INC 3.0% 5.2% 3.0%
RIVIAN AUTOMOTIVE INC-A 1.9% 4.7% 1.9%
ETEC Overweight Relative to ACES
UNIVERSAL DISPLAY CORP 7.3%
ALLEGRO MICROSYSTEMS, INC. 5.3%
BORGWARNER INC 4.9%
KEMIRA OYJ 4.3%
KURITA WATER INDUSTRIES LTD 4.3%
YASKAWA ELECTRIC CORP 3.9%
CONTEMPORARY AMPEREX TECHN-H 3.6%
NORDEX AG 3.4%
VESTAS WIND SYSTEMS A/S 3.1%
XYLEM INC 2.9%
ETEC Underweight Relative to ACES
CLEARWAY ENERGY, INC. CLASS C -5.9%
NORTHLAND POWER INC -5.9%
ITRON INC -5.6%
BROOKFIELD RENEWABLE PARTNERS LP -5.5%
HANNON ARMSTRONG SUSTAINABLE -5.3%
ORMAT TECHNOLOGIES INC -4.8%
DARLING INTERNATIONAL INC -4.2%
ALBEMARLE CORP -4.1%
SUNRUN INC. -3.6%
PLUG POWER INC -3.1%
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