Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
38%
ALSO IN FRNW
FRNW
69
HOLDINGS
24%
ALSO IN ACES
SECTOR DRIFT (ACES minus FRNW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ACES |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.8% | 3.9% | 3.9% |
|
NEXTRACKER, INC. CLASS A | 4.2% | 3.4% | 3.4% |
|
ORMAT TECHNOLOGIES INC | 4.9% | 2.5% | 2.5% |
|
ENPHASE ENERGY INC | 4.2% | 2.2% | 2.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 5.2% | 2.1% | 2.1% |
ACES Overweight Relative to FRNW
|
HANNON ARMSTRONG SUSTAINABLE | 6.5% |
|
RIVIAN AUTOMOTIVE INC-A | 6.3% |
|
TESLA MOTORS INC | 5.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.6% |
|
ALBEMARLE CORP | 5.3% |
|
ITRON INC | 4.0% |
|
NORTHLAND POWER INC | 3.6% |
|
ANDERSONS INC/THE | 3.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.1% |
|
PLUG POWER INC | 2.8% |
ACES Underweight Relative to FRNW
|
GE VERONA | -5.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.8% |
 |
VESTAS WIND SYSTEMS A/S | -4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.2% |
 |
ACCIONA SA | -3.0% |
|
ORSTED | -3.0% |
 |
NORDEX AG | -2.6% |
|
BROOKFIELD RENEWABLE CORP | -2.1% |
 |
VERBUND AG | -2.1% |