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

20
Number of overlapping holdings
37.0%
% of PBW's 54 holdings also in ACES
55.6%
% of ACES's 36 holdings also in PBW
Overlap by Weight
Sector Drift (PBW 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 PBW |
Weight in ACES |
Overlap | |
---|---|---|---|---|
SUNRUN INC. | 2.3% | 2.9% | 2.3% | |
ORMAT TECHNOLOGIES INC | 2.0% | 5.4% | 2.0% | |
DARLING INTERNATIONAL INC | 2.0% | 5.1% | 2.0% | |
ITRON INC | 2.0% | 5.2% | 2.0% | |
FIRST SOLAR INC | 2.0% | 4.9% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to ACES
RENEW ENERGY GLOBAL PLC CLASS A | 2.3% | |
QUANTA SERVICES INC | 2.2% | |
MP MATERIALS CORP CLASS A | 2.0% | |
PREFORMED LINE PRODUCTS CO | 2.0% | |
STANDARD LITHIUM LTD. | 1.9% | |
BEL FUSE INC-CL B | 1.9% | |
CORTEVA INC | 1.9% | |
ESCO TECHNOLOGIES INC | 1.9% | |
MYR GROUP INC/DELAWARE | 1.8% | |
SOLID POWER, INC. CLASS A | 1.8% |
PBW Underweight Relative to ACES
LUCID GROUP, INC. | -5.5% | |
NORTHLAND POWER INC | -5.2% | |
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% | |
CLEARWAY ENERGY, INC. CLASS C | -4.5% | |
HANNON ARMSTRONG SUSTAINABLE | -4.3% | |
BORALEX INC -CL 'A' | -4.1% | |
RIVIAN AUTOMOTIVE INC-A | -3.7% | |
ORMAT TECHNOLOGIES INC | -3.3% | |
NEXTRACKER, INC. CLASS A | -3.3% | |
ITRON INC | -3.2% |