Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
27%
ALSO IN ACES
ACES
32
HOLDINGS
41%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.9% | 4.7% | 3.9% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 4.9% | 3.4% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 4.7% | 2.5% |
|
ENPHASE ENERGY INC | 2.2% | 4.8% | 2.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.1% | 4.8% | 2.1% |
FRNW Overweight Relative to ACES
|
GE VERONA | 5.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.8% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.2% |
 |
ACCIONA SA | 3.0% |
|
ORSTED | 3.0% |
 |
NORDEX AG | 2.6% |
 |
BROOKFIELD RENEWABLE CORP | 2.1% |
 |
VERBUND AG | 2.1% |
FRNW Underweight Relative to ACES
|
ALBEMARLE CORP | -5.3% |
|
TESLA MOTORS INC | -5.2% |
|
RIVIAN AUTOMOTIVE INC-A | -5.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
PLUG POWER INC | -2.9% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -2.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.7% |
|
NORTHLAND POWER INC | -2.7% |
|
ANDERSONS INC/THE | -2.6% |