Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
BY WEIGHT
19
# OF OVERLAPPING HOLDINGS
PBW
54
HOLDINGS
35%
ALSO IN ACES
ACES
36
HOLDINGS
53%
ALSO IN PBW
SECTOR DRIFT (PBW minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN SUPERCONDUCTOR CORPORATION | 3.0% | 2.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 4.8% | 2.0% |
|
ITRON INC | 1.9% | 5.3% | 1.9% |
|
SUNRUN INC. | 1.9% | 3.0% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 5.3% | 1.8% |
PBW Overweight Relative to ACES
|
NAVITAS SEMICONDUCTOR CORPORATION | 4.3% |
|
SOLID POWER, INC. CLASS A | 2.6% |
|
QUANTA SERVICES INC | 2.3% |
|
MYR GROUP INC/DELAWARE | 2.1% |
|
JOBY AVIATION, INC. | 2.0% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.9% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
BEL FUSE INC-CL B | 1.9% |
|
MONOLITHIC POWER SYSTEMS INC | 1.9% |
|
MP MATERIALS CORP CLASS A | 1.8% |
PBW Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -5.3% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
NORTHLAND POWER INC | -4.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.9% |
|
LUCID GROUP, INC. | -4.7% |
|
BORALEX INC -CL 'A' | -4.4% |
|
ALBEMARLE CORP | -4.2% |
|
ENPHASE ENERGY INC | -3.8% |
|
TESLA MOTORS INC | -3.7% |
|
ORMAT TECHNOLOGIES INC | -3.6% |