Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
23.7%
% of RNRG's 38 holdings also in ACES
24.3%
% of ACES's 37 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus ACES)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% | 6.0% | 5.1% |
 |
ORMAT TECHNOLOGIES INC | 4.6% | 5.8% | 4.6% |
|
NORTHLAND POWER INC | 3.6% | 5.5% | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.6% | 3.9% | 2.6% |
|
BORALEX INC -CL 'A' | 2.2% | 3.3% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to ACES
 |
DONG ENERGY A/S | 8.1% |
 |
CENTRAIS ELETRICAS BRASILIER | 7.5% |
 |
VERBUND AG | 6.3% |
 |
EDP RENOVAVEIS SA | 6.3% |
 |
MERIDIAN ENERGY LTD | 6.0% |
|
ENGIE BRASIL ENERGIA S.A. | 5.2% |
|
MIGHTY RIVER POWER | 4.4% |
|
CONTACT ENERGY LTD | 4.3% |
 |
BARITO RENEWABLE | 3.7% |
 |
ERG SPA | 3.0% |
RNRG Underweight Relative to ACES
|
NEXTRACKER, INC. CLASS A | -7.8% |
|
ITRON INC | -5.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.6% |
|
RIVIAN AUTOMOTIVE INC-A | -5.3% |
|
DARLING INTERNATIONAL INC | -5.2% |
|
ENPHASE ENERGY INC | -5.2% |
|
ALBEMARLE CORP | -4.6% |
|
FIRST SOLAR INC | -4.3% |
|
TESLA MOTORS INC | -4.1% |
|
LUCID GROUP, INC. | -4.0% |