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
22.5%
% of RNRG's 40 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% | 5.1% | 5.1% |
 |
ORMAT TECHNOLOGIES INC | 4.1% | 5.3% | 4.1% |
|
NORTHLAND POWER INC | 3.1% | 4.3% | 3.1% |
|
SUNRUN INC. | 2.1% | 2.9% | 2.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.0% | 2.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to ACES
 |
VERBUND AG | 6.3% |
 |
DONG ENERGY A/S | 6.3% |
 |
MERIDIAN ENERGY LTD | 6.1% |
 |
CENTRAIS ELETRICAS BRASILIER | 5.6% |
 |
BARITO RENEWABLE | 5.2% |
 |
EDP RENOVAVEIS SA | 5.1% |
 |
NEOEN S.A. | 4.9% |
|
MIGHTY RIVER POWER | 4.6% |
 |
RUSHYDRO JSC | 3.8% |
|
ENGIE BRASIL ENERGIA S.A. | 3.8% |
RNRG Underweight Relative to ACES
|
TESLA MOTORS INC | -7.8% |
|
ALBEMARLE CORP | -6.6% |
|
ARCADIUM LITHIUM PLC | -6.3% |
|
ITRON INC | -5.8% |
|
NEXTRACKER, INC. CLASS A | -5.2% |
|
DARLING INTERNATIONAL INC | -5.2% |
|
FIRST SOLAR INC | -4.5% |
|
RIVIAN AUTOMOTIVE INC-A | -4.4% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.2% |
|
ENPHASE ENERGY INC | -3.1% |