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
13
Number of overlapping holdings
36.1%
% of ACES's 36 holdings also in ICLN
18.3%
% of ICLN's 98 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus ICLN)
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 ACES |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.1% | 5.1% | 5.1% |
|
FIRST SOLAR INC | 4.7% | 5.4% | 4.7% |
|
NEXTRACKER, INC. CLASS A | 5.3% | 3.8% | 3.8% |
|
ORMAT TECHNOLOGIES INC | 5.1% | 2.5% | 2.5% |
 |
NORTHLAND POWER INC | 5.2% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to ICLN
|
RIVIAN AUTOMOTIVE INC-A | 5.7% |
|
LUCID GROUP, INC. | 5.2% |
|
TESLA MOTORS INC | 5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% |
|
ITRON INC | 5.0% |
|
DARLING INTERNATIONAL INC | 5.0% |
|
ALBEMARLE CORP | 4.9% |
|
NORTHLAND POWER INC | 3.5% |
|
BORALEX INC -CL 'A' | 3.0% |
ACES Underweight Relative to ICLN
 |
IBERDROLA SA | -7.0% |
 |
SSE PLC | -6.4% |
 |
VESTAS WIND SYSTEMS A/S | -6.1% |
 |
CHINA YANGTZE POWER CO LTD-A | -4.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.8% |
|
DONG ENERGY A/S | -3.4% |
 |
SUZLON ENERGY LIMITED | -3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.3% |
|
CENTRAIS ELETRICAS BRASILIER | -3.0% |