Fund Overlap

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


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OVERLAP
22%

OVERLAP
BY WEIGHT
7

# OF OVERLAPPING
HOLDINGS
VCLN
45
HOLDINGS
18%
ALSO IN ACES
ACES
32
HOLDINGS
22%
ALSO IN VCLN
SECTOR DRIFT (VCLN minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in VCLN
Weight
in ACES
Overlap
NEXTRACKER, INC. CLASS A 7.0% 4.7% 4.7%
FIRST SOLAR INC 8.2% 4.5% 4.5%
ENPHASE ENERGY INC 5.1% 4.1% 4.1%
CLEARWAY ENERGY, INC. CLASS C 3.6% 5.0% 3.6%
PLUG POWER INC 2.9% 4.0% 2.9%
VCLN Overweight Relative to ACES
BLOOM ENERGY CORPORATION CLASS A 10.1%
CHINA YANGTZE POWER CO LTD-A 5.1%
FIRST SOLAR INC 3.7%
IBERDROLA SA 3.5%
CERES POWER HOLDINGS PLC 3.1%
VESTAS WIND SYSTEMS A/S 3.1%
INFINEON TECHNOLOGIES AG 3.0%
PRYSMIAN SPA 3.0%
EDP-ENERGIAS DE PORTUGAL SA 2.6%
MAIRETECNIMONT SPA 2.4%
VCLN Underweight Relative to ACES
HANNON ARMSTRONG SUSTAINABLE -6.2%
RIVIAN AUTOMOTIVE INC-A -6.0%
BROOKFIELD RENEWABLE PARTNERS LP -5.6%
NORTHLAND POWER INC -5.6%
ITRON INC -5.0%
TESLA MOTORS INC -5.0%
ALBEMARLE CORP -4.6%
BORALEX INC -CL 'A' -3.6%
ANDERSONS INC/THE -3.5%
SUNRUN INC. -3.1%
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