Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
28%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
27%
ALSO IN ACES
ACES
34
HOLDINGS
38%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in ACES
Overlap
FIRST SOLAR INC 4.0% 6.2% 4.0%
NEXTRACKER, INC. CLASS A 3.8% 5.9% 3.8%
ORMAT TECHNOLOGIES INC 2.4% 4.8% 2.4%
CLEARWAY ENERGY, INC. CLASS C 2.2% 3.8% 2.2%
NORTHLAND POWER INC 2.1% 4.2% 2.1%
FRNW Overweight Relative to ACES
GE VERONA 4.9%
BLOOM ENERGY CORPORATION CLASS A 4.9%
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.5%
ORSTED 3.3%
ENLIGHT RENEWABLE ENERGY LTD 3.3%
NORDEX AG 2.6%
ACCIONA SA 2.6%
VERBUND AG 2.4%
MERIDIAN ENERGY LTD 2.0%
FRNW Underweight Relative to ACES
ENPHASE ENERGY INC -4.7%
BROOKFIELD RENEWABLE PARTNERS LP -4.7%
HANNON ARMSTRONG SUSTAINABLE -4.4%
TESLA MOTORS INC -4.2%
ALBEMARLE CORP -4.2%
PLUG POWER INC -4.1%
RIVIAN AUTOMOTIVE INC-A -4.1%
EOS ENERGY ENTERPRISES, INC. CLASS A -3.1%
AMERICAN SUPERCONDUCTOR CORPORATION -2.6%
ANDERSONS INC/THE -2.5%
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