Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
18%
ALSO IN ACES
ACES
32
HOLDINGS
41%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.2% | 5.3% | 5.3% |
|
NEXTRACKER, INC. CLASS A | 4.2% | 5.0% | 4.2% |
|
ORMAT TECHNOLOGIES INC | 2.3% | 5.2% | 2.3% |
|
ENPHASE ENERGY INC | 2.2% | 3.9% | 2.2% |
 |
NORTHLAND POWER INC | 1.4% | 4.7% | 1.4% |
ICLN Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 6.0% |
 |
VESTAS WIND SYSTEMS A/S | 5.9% |
 |
IBERDROLA SA | 5.7% |
 |
SSE PLC | 5.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.2% |
|
FIRST SOLAR INC | 3.9% |
 |
CHUBU ELECTRIC POWER CO INC | 3.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.1% |
|
CENTRAIS ELETRICAS BRASILIER | 2.6% |
ICLN Underweight Relative to ACES
|
TESLA MOTORS INC | -6.0% |
|
ALBEMARLE CORP | -5.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.8% |
|
SUNRUN INC. | -4.7% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.6% |
|
ITRON INC | -4.3% |
|
RIVIAN AUTOMOTIVE INC-A | -4.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.5% |
|
NORTHLAND POWER INC | -3.3% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.3% |