Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
24.3%
% of ACES's 37 holdings also in RNRG
22.5%
% of RNRG's 40 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus RNRG)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% | 4.9% | 4.9% |
 |
ORMAT TECHNOLOGIES INC | 5.5% | 4.0% | 4.0% |
|
NORTHLAND POWER INC | 4.6% | 3.1% | 3.1% |
|
BORALEX INC -CL 'A' | 2.8% | 1.9% | 1.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.8% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to RNRG
|
TESLA MOTORS INC | 7.7% |
|
ALBEMARLE CORP | 6.8% |
|
ARCADIUM LITHIUM PLC | 6.6% |
|
ITRON INC | 6.0% |
|
DARLING INTERNATIONAL INC | 5.9% |
|
NEXTRACKER, INC. CLASS A | 5.3% |
|
FIRST SOLAR INC | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.9% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
ENPHASE ENERGY INC | 2.8% |
ACES Underweight Relative to RNRG
 |
DONG ENERGY A/S | -6.4% |
 |
VERBUND AG | -6.3% |
 |
CENTRAIS ELETRICAS BRASILIER | -6.0% |
 |
MERIDIAN ENERGY LTD | -5.7% |
 |
BARITO RENEWABLE | -5.5% |
 |
EDP RENOVAVEIS SA | -5.2% |
 |
NEOEN S.A. | -4.9% |
|
MIGHTY RIVER POWER | -4.6% |
 |
RUSHYDRO JSC | -4.3% |
|
ENGIE BRASIL ENERGIA S.A. | -4.0% |