Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
RNRG
35
HOLDINGS
21%
ALSO IN ACES
ACES
34
HOLDINGS
21%
ALSO IN RNRG
SECTOR DRIFT (RNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in RNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% | 4.8% | 4.8% |
 |
ORMAT TECHNOLOGIES INC | 4.5% | 5.1% | 4.5% |
|
NORTHLAND POWER INC | 3.3% | 4.5% | 3.3% |
|
SUNRUN INC. | 2.5% | 3.8% | 2.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.3% | 3.7% | 2.3% |
RNRG Overweight Relative to ACES
 |
ORSTED | 6.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 6.8% |
 |
AXIA ENERGIA | 6.0% |
 |
EDP RENOVAVEIS SA | 5.9% |
 |
MERIDIAN ENERGY LTD | 5.8% |
 |
VERBUND AG | 5.7% |
|
MIGHTY RIVER POWER | 4.4% |
|
ENGIE BRASIL ENERGIA S.A. | 4.4% |
|
CONTACT ENERGY LTD | 4.3% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | 3.3% |
RNRG Underweight Relative to ACES
|
PLUG POWER INC | -6.3% |
|
NEXTRACKER, INC. CLASS A | -6.0% |
|
ENPHASE ENERGY INC | -5.5% |
|
FIRST SOLAR INC | -5.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.8% |
|
ALBEMARLE CORP | -4.7% |
|
TESLA MOTORS INC | -4.5% |
|
RIVIAN AUTOMOTIVE INC-A | -3.8% |
|
ITRON INC | -3.6% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.2% |