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 REMX
11.8%
% of REMX's 32 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus REMX)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in REMX |
Overlap | |
|---|---|---|---|---|
 |
ALBEMARLE CORP | 6.8% | 7.5% | 6.8% |
|
ARCADIUM LITHIUM PLC | 6.6% | 9.0% | 6.6% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to REMX
|
TESLA MOTORS INC | 7.7% |
|
ITRON INC | 6.0% |
|
DARLING INTERNATIONAL INC | 5.9% |
|
ORMAT TECHNOLOGIES INC | 5.5% |
|
NEXTRACKER, INC. CLASS A | 5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
FIRST SOLAR INC | 4.6% |
|
NORTHLAND POWER INC | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
ACES Underweight Relative to REMX
 |
PILBARA MINERALS LIMITED | -6.6% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -6.4% |
|
LITHIUM AMERICAS CORP. | -6.0% |
|
MP MATERIALS CORP CLASS A | -5.3% |
|
LYNAS CORPORATION LIMITED | -4.9% |
 |
SHENGHE RESOURCES HOLDING CO., LTD. | -4.3% |
|
SIGMA LITHIUM CORPORATION | -4.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -3.7% |
|
LIONTOWN RESOURCES LIMITED | -3.7% |
|
ILUKA RESOURCES LIMITED | -3.5% |