Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
21
Number of overlapping holdings
50.0%
% of RNEW's 45 holdings also in ACES
56.8%
% of ACES's 37 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW 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 RNEW |
Weight in ACES |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 9.5% | 7.8% | 7.8% | |
RIVIAN AUTOMOTIVE INC-A | 5.1% | 4.4% | 4.4% | |
FIRST SOLAR INC | 3.2% | 4.5% | 3.2% | |
ITRON INC | 2.8% | 5.8% | 2.8% | |
ENPHASE ENERGY INC | 2.6% | 3.1% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ACES
CHENIERE ENERGY INC | 6.9% | |
QUANTA SERVICES INC | 6.1% | |
CLEAN HARBORS INC | 5.7% | |
REPUBLIC SERVICES INC | 5.7% | |
WASTE MANAGEMENT INC | 5.6% | |
ECOLAB INC | 5.0% | |
DONALDSON CO INC | 4.8% | |
BORGWARNER INC | 4.0% | |
CASELLA WASTE SYSTEMS INC-A | 3.3% | |
BLOOM ENERGY CORPORATION CLASS A | 3.2% |
RNEW Underweight Relative to ACES
ALBEMARLE CORP | -6.6% | |
ARCADIUM LITHIUM PLC | -6.3% | |
NEXTRACKER, INC. CLASS A | -5.2% | |
DARLING INTERNATIONAL INC | -5.2% | |
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% | |
NORTHLAND POWER INC | -4.3% | |
HANNON ARMSTRONG SUSTAINABLE | -4.2% | |
ITRON INC | -3.1% | |
ORMAT TECHNOLOGIES INC | -2.8% | |
BORALEX INC -CL 'A' | -2.6% |