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

OVERLAP
30%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
37%
ALSO IN ACES
ACES
32
HOLDINGS
59%
ALSO IN PBW
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. | 3.1% | 5.9% | 3.1% | |
AMERICAN SUPERCONDUCTOR CORPORATION | 2.2% | 3.5% | 2.2% | |
EOS ENERGY ENTERPRISES, INC. CLASS A | 2.2% | 3.3% | 2.2% | |
FIRST SOLAR INC | 1.9% | 5.3% | 1.9% | |
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.7% | 1.9% | 1.7% |
PBW Overweight Relative to ACES
BLOOM ENERGY CORPORATION CLASS A | 3.7% | |
QUANTUMSCAPE CORPORATION CLASS A | 2.8% | |
AMPRIUS TECHNOLOGIES INC | 2.6% | |
SOLID POWER, INC. CLASS A | 2.6% | |
NIO INC. SPONSORED ADR CLASS A | 2.2% | |
SOLAREDGE TECHNOLOGIES, INC. | 2.1% | |
MP MATERIALS CORP CLASS A | 2.0% | |
POWELL INDUSTRIES INC | 2.0% | |
JOBY AVIATION, INC. | 2.0% | |
BEL FUSE INC-CL B | 1.9% |
PBW Underweight Relative to ACES
HANNON ARMSTRONG SUSTAINABLE | -4.8% | |
NORTHLAND POWER INC | -4.7% | |
BROOKFIELD RENEWABLE PARTNERS LP | -4.6% | |
TESLA MOTORS INC | -4.5% | |
ALBEMARLE CORP | -3.9% | |
CLEARWAY ENERGY, INC. CLASS C | -3.9% | |
ORMAT TECHNOLOGIES INC | -3.7% | |
NEXTRACKER, INC. CLASS A | -3.4% | |
FIRST SOLAR INC | -3.4% | |
BORALEX INC -CL 'A' | -3.3% |