Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
FRNW
52
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 | 5.1% | 5.3% | 5.1% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 5.0% | 5.0% |
|
SUNRUN INC. | 3.9% | 5.9% | 3.9% |
|
ORMAT TECHNOLOGIES INC | 3.2% | 5.2% | 3.2% |
|
ITRON INC | 3.1% | 4.3% | 3.1% |
FRNW Overweight Relative to ACES
|
GE VERONA | 8.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.0% |
 |
NORDEX AG | 4.0% |
 |
ACCIONA SA | 3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.6% |
|
E.ON AG | 3.2% |
 |
VERBUND AG | 3.0% |
FRNW Underweight Relative to ACES
|
TESLA MOTORS INC | -6.0% |
|
ALBEMARLE CORP | -5.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.6% |
|
RIVIAN AUTOMOTIVE INC-A | -4.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.5% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.3% |
|
WILLDAN GROUP, INC. | -2.3% |
|
ANDERSONS INC/THE | -2.2% |
|
SUNRUN INC. | -2.1% |