Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
27%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
13%
ALSO IN ACES
ACES
34
HOLDINGS
29%
ALSO IN ICLN
SECTOR DRIFT (ICLN 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 ICLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.6% | 6.2% | 6.2% |
|
ENPHASE ENERGY INC | 6.0% | 6.5% | 6.0% |
|
NEXTRACKER, INC. CLASS A | 8.5% | 5.9% | 5.9% |
|
PLUG POWER INC | 3.7% | 6.0% | 3.7% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.7% | 3.8% | 1.7% |
ICLN Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 12.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
FIRST SOLAR INC | 3.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.0% |
 |
VESTAS WIND SYSTEMS A/S | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 1.9% |
 |
CHUBU ELECTRIC POWER CO INC | 1.9% |
ICLN Underweight Relative to ACES
|
ORMAT TECHNOLOGIES INC | -4.8% |
 |
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% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.1% |