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
12
# OF OVERLAPPING
HOLDINGS
CTEC
38
HOLDINGS
33%
ALSO IN ACES
ACES
34
HOLDINGS
35%
ALSO IN CTEC
SECTOR DRIFT (CTEC minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in CTEC |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 7.2% | 6.0% | 6.0% |
|
FIRST SOLAR INC | 4.5% | 3.9% | 3.9% |
|
ENPHASE ENERGY INC | 3.9% | 6.9% | 3.9% |
|
PLUG POWER INC | 2.0% | 3.3% | 2.0% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.5% | 1.9% | 1.5% |
CTEC Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 10.6% |
 |
SAMSUNG SDI CO LTD | 10.5% |
 |
NORDEX AG | 7.5% |
 |
VESTAS WIND SYSTEMS A/S | 6.4% |
 |
NIBE INDUSTRIER AB CLASS B | 4.8% |
 |
JOHNSON MATTHEY PLC | 3.6% |
 |
CHINA EVERBRIGHT INTL LTD | 3.6% |
 |
XINYI SOLAR HOLDINGS LTD | 3.4% |
|
QUANTUMSCAPE CORPORATION CLASS A | 2.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.0% |
CTEC Underweight Relative to ACES
|
ALBEMARLE CORP | -7.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.6% |
|
NORTHLAND POWER INC | -5.6% |
|
ITRON INC | -4.9% |
|
ORMAT TECHNOLOGIES INC | -4.7% |
|
TESLA MOTORS INC | -4.5% |
|
RIVIAN AUTOMOTIVE INC-A | -4.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.3% |
|
SUNRUN INC. | -3.8% |