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