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
24%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
25%
ALSO IN ACES
ACES
33
HOLDINGS
36%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ACES)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in FRNW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.0% | 5.3% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 6.9% | 3.5% |
 |
NORTHLAND POWER INC | 2.5% | 5.9% | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 4.8% | 2.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.4% | 5.9% | 2.4% |
FRNW Overweight Relative to ACES
|
GE VERONA | 4.5% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.3% |
|
ORSTED | 3.3% |
 |
VERBUND AG | 3.2% |
 |
NORDEX AG | 2.8% |
 |
ACCIONA SA | 2.7% |
 |
MERIDIAN ENERGY LTD | 2.4% |
FRNW Underweight Relative to ACES
|
ITRON INC | -5.6% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.3% |
|
TESLA MOTORS INC | -5.2% |
|
RIVIAN AUTOMOTIVE INC-A | -4.7% |
|
DARLING INTERNATIONAL INC | -4.2% |
|
ALBEMARLE CORP | -4.1% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.5% |
|
NORTHLAND POWER INC | -3.4% |
|
NEXTRACKER, INC. CLASS A | -3.3% |