Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
22%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
13%
ALSO IN ACES
ACES
32
HOLDINGS
31%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in ACES
Overlap
NEXTRACKER, INC. CLASS A 7.5% 4.7% 4.7%
FIRST SOLAR INC 7.4% 4.5% 4.5%
ENPHASE ENERGY INC 4.3% 4.1% 4.1%
PLUG POWER INC 2.6% 4.0% 2.6%
CLEARWAY ENERGY, INC. CLASS C 1.9% 5.0% 1.9%
ICLN Overweight Relative to ACES
CHINA YANGTZE POWER CO LTD-A 7.4%
BLOOM ENERGY CORPORATION CLASS A 6.0%
VESTAS WIND SYSTEMS A/S 3.4%
EQUATORIAL ENERGIA SA - ORD 3.1%
FIRST SOLAR INC 2.9%
NEXTRACKER, INC. CLASS A 2.7%
EDP-ENERGIAS DE PORTUGAL SA 2.6%
CHUBU ELECTRIC POWER CO INC 2.5%
SUZLON ENERGY LIMITED 2.3%
SOLAREDGE TECHNOLOGIES, INC. 2.3%
ICLN Underweight Relative to ACES
HANNON ARMSTRONG SUSTAINABLE -6.2%
RIVIAN AUTOMOTIVE INC-A -6.0%
BROOKFIELD RENEWABLE PARTNERS LP -5.6%
NORTHLAND POWER INC -5.6%
ITRON INC -5.0%
TESLA MOTORS INC -5.0%
ALBEMARLE CORP -4.6%
ORMAT TECHNOLOGIES INC -4.4%
ANDERSONS INC/THE -3.5%
CLEARWAY ENERGY, INC. CLASS C -3.2%
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