Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
5.4%
% of ACES's 37 holdings also in LITP
10.0%
% of LITP's 20 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus LITP)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in LITP |
Overlap | |
|---|---|---|---|---|
 |
ARCADIUM LITHIUM PLC | 6.5% | 14.3% | 6.5% |
|
ALBEMARLE CORP | 6.3% | 9.7% | 6.3% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to LITP
|
TESLA MOTORS INC | 7.4% |
|
ITRON INC | 6.2% |
|
NEXTRACKER, INC. CLASS A | 5.6% |
|
ORMAT TECHNOLOGIES INC | 5.5% |
|
DARLING INTERNATIONAL INC | 5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
FIRST SOLAR INC | 4.5% |
|
NORTHLAND POWER INC | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.9% |
ACES Underweight Relative to LITP
 |
QUIMICA Y MINERA CHIL-SP ADR | -9.3% |
 |
PILBARA MINERALS LIMITED | -9.1% |
|
INDEPENDENCE GROUP NL | -8.8% |
|
ARCADIUM LITHIUM PLC | -7.7% |
 |
GANFENG LITHIUM CO., LTD. CLASS H | -6.1% |
|
SIGMA LITHIUM CORPORATION | -4.8% |
|
LIONTOWN RESOURCES LIMITED | -3.6% |
|
ALBEMARLE CORP | -3.4% |
|
MINERAL RESOURCES LTD | -3.0% |
|
VULCAN ENERGY RESOURCES LTD. | -2.9% |