Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
21%
ALSO IN VCLN
VCLN
51
HOLDINGS
18%
ALSO IN ACES
SECTOR DRIFT (ACES minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.2% | 6.5% | 6.2% |
|
NEXTRACKER, INC. CLASS A | 5.9% | 6.8% | 5.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.8% | 3.9% | 3.8% |
|
PLUG POWER INC | 6.0% | 3.2% | 3.2% |
|
ENPHASE ENERGY INC | 6.5% | 3.1% | 3.1% |
ACES Overweight Relative to VCLN
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.4% |
|
TESLA MOTORS INC | 4.2% |
|
NORTHLAND POWER INC | 4.2% |
|
SUNRUN INC. | 4.2% |
|
ALBEMARLE CORP | 4.2% |
|
RIVIAN AUTOMOTIVE INC-A | 4.1% |
|
ITRON INC | 3.5% |
|
ENPHASE ENERGY INC | 3.5% |
|
ORMAT TECHNOLOGIES INC | 3.1% |
ACES Underweight Relative to VCLN
|
BLOOM ENERGY CORPORATION CLASS A | -9.1% |
 |
CHINA YANGTZE POWER CO LTD-A | -5.3% |
 |
IBERDROLA SA | -3.5% |
 |
VESTAS WIND SYSTEMS A/S | -3.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.9% |
 |
CERES POWER HOLDINGS PLC | -2.8% |
 |
PRYSMIAN SPA | -2.7% |
|
MAIRETECNIMONT SPA | -2.5% |
|
ORSTED | -2.3% |
 |
FORTUM OYJ | -2.3% |