Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
38%
ALSO IN ERTH
ERTH
116
HOLDINGS
12%
ALSO IN ACES
SECTOR DRIFT (ACES minus ERTH)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in ERTH |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.5% | 5.8% | 4.5% |
|
FIRST SOLAR INC | 3.9% | 4.2% | 3.9% |
|
NEXTRACKER, INC. CLASS A | 6.0% | 2.0% | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 4.4% | 1.9% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 4.7% | 1.0% | 1.0% |
ACES Overweight Relative to ERTH
|
ALBEMARLE CORP | 7.3% |
|
ENPHASE ENERGY INC | 6.1% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.6% |
|
NORTHLAND POWER INC | 5.6% |
|
ITRON INC | 4.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.3% |
|
NEXTRACKER, INC. CLASS A | 3.9% |
|
ORMAT TECHNOLOGIES INC | 3.7% |
|
SUNRUN INC. | 3.0% |
ACES Underweight Relative to ERTH
|
DIGITAL REALTY TRUST INC | -4.8% |
|
NVIDIA CORP | -4.6% |
 |
BYD CO LTD-H | -4.4% |
 |
VESTAS WIND SYSTEMS A/S | -3.6% |
|
LI AUTO, INC. CLASS A | -2.9% |
|
XPENG, INC. CLASS A | -2.6% |
 |
LG ENERGY SOLUTION LTD. | -2.4% |
 |
KINGSPAN GROUP PLC | -2.4% |
 |
CAPITAMALL TRUST | -1.9% |
|
ADVANCED DRAINAGE SYSTEMS INC | -1.9% |