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
15
# OF OVERLAPPING
HOLDINGS
ERTH
189
HOLDINGS
10%
ALSO IN ACES
ACES
33
HOLDINGS
45%
ALSO IN ERTH
SECTOR DRIFT (ERTH minus ACES)
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 ERTH |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.5% | 6.1% | 6.1% |
|
FIRST SOLAR INC | 2.9% | 4.9% | 2.9% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 5.5% | 1.9% |
|
RIVIAN AUTOMOTIVE INC-A | 1.9% | 4.4% | 1.9% |
|
DARLING INTERNATIONAL INC | 1.4% | 4.9% | 1.4% |
ERTH Overweight Relative to ACES
|
NVIDIA CORP | 5.3% |
|
DIGITAL REALTY TRUST INC | 5.3% |
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
BYD CO LTD-H | 4.3% |
 |
KINGSPAN GROUP PLC | 2.8% |
|
WEYERHAEUSER CO | 2.4% |
 |
SCENTRE GROUP | 2.2% |
 |
LG ENERGY SOLUTION LTD. | 2.0% |
 |
CAPITAMALL TRUST | 1.9% |
 |
MARINE HARVEST | 1.6% |
ERTH Underweight Relative to ACES
 |
NORTHLAND POWER INC | -6.1% |
|
ITRON INC | -5.8% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.3% |
|
CLEARWAY ENERGY, INC. CLASS C | -5.3% |
|
ORMAT TECHNOLOGIES INC | -4.1% |
|
ALBEMARLE CORP | -4.0% |
|
NEXTRACKER, INC. CLASS A | -3.6% |
|
ENPHASE ENERGY INC | -3.5% |
|
DARLING INTERNATIONAL INC | -3.5% |