Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
12%
ALSO IN ACES
ACES
32
HOLDINGS
28%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.9% | 4.8% | 4.8% |
|
ENPHASE ENERGY INC | 4.5% | 4.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 6.6% | 4.2% | 4.2% |
|
PLUG POWER INC | 2.8% | 4.3% | 2.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.9% | 5.2% | 1.9% |
ICLN Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 8.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 7.7% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.3% |
|
FIRST SOLAR INC | 3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.9% |
 |
CHUBU ELECTRIC POWER CO INC | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.9% |
ICLN Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -6.5% |
|
RIVIAN AUTOMOTIVE INC-A | -6.3% |
|
ITRON INC | -6.1% |
|
TESLA MOTORS INC | -5.9% |
 |
NORTHLAND POWER INC | -5.7% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.6% |
|
ALBEMARLE CORP | -5.3% |
|
ORMAT TECHNOLOGIES INC | -4.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.3% |
|
ANDERSONS INC/THE | -3.2% |