Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
26.0%
% of FRNW's 66 holdings also in ACES
35.1%
% of ACES's 37 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ACES)
Overlapping Holdings
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Company | Weight in FRNW |
Weight in ACES |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 4.0% | 4.5% | 4.0% | |
ENPHASE ENERGY INC | 3.6% | 3.1% | 3.1% | |
SUNRUN INC. | 2.7% | 2.9% | 2.7% | |
ORMAT TECHNOLOGIES INC | 2.5% | 5.3% | 2.5% | |
NEXTRACKER, INC. CLASS A | 2.5% | 5.2% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ACES
GE VERONA | 5.2% | |
VESTAS WIND SYSTEMS A/S | 4.0% | |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% | |
DONG ENERGY A/S | 3.4% | |
VERBUND AG | 2.9% | |
MERIDIAN ENERGY LTD | 2.5% | |
EDP RENOVAVEIS SA | 2.5% | |
NEOEN S.A. | 2.3% | |
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% | |
ACCIONA SA | 2.2% |
FRNW Underweight Relative to ACES
TESLA MOTORS INC | -7.8% | |
ALBEMARLE CORP | -6.6% | |
ARCADIUM LITHIUM PLC | -6.3% | |
ITRON INC | -5.8% | |
DARLING INTERNATIONAL INC | -5.2% | |
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% | |
RIVIAN AUTOMOTIVE INC-A | -4.4% | |
HANNON ARMSTRONG SUSTAINABLE | -4.2% | |
ORMAT TECHNOLOGIES INC | -2.8% | |
NEXTRACKER, INC. CLASS A | -2.8% |