Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
22.2%
% of ACES's 36 holdings also in RNRG
21.6%
% of RNRG's 37 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 | 5.1% | 5.0% | 5.0% |
 |
ORMAT TECHNOLOGIES INC | 5.4% | 4.8% | 4.8% |
|
NORTHLAND POWER INC | 5.2% | 3.8% | 3.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.5% | 2.7% | 2.7% |
|
BORALEX INC -CL 'A' | 4.1% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to RNRG
|
RIVIAN AUTOMOTIVE INC-A | 5.5% |
|
LUCID GROUP, INC. | 5.5% |
|
ITRON INC | 5.2% |
|
NEXTRACKER, INC. CLASS A | 5.1% |
|
DARLING INTERNATIONAL INC | 5.1% |
|
FIRST SOLAR INC | 4.9% |
|
TESLA MOTORS INC | 4.9% |
|
ENPHASE ENERGY INC | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.3% |
|
ALBEMARLE CORP | 3.7% |
ACES Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -7.8% |
 |
DONG ENERGY A/S | -7.8% |
 |
MERIDIAN ENERGY LTD | -6.6% |
 |
VERBUND AG | -6.3% |
 |
EDP RENOVAVEIS SA | -6.2% |
|
ENGIE BRASIL ENERGIA S.A. | -5.4% |
|
MIGHTY RIVER POWER | -4.8% |
|
CONTACT ENERGY LTD | -4.7% |
 |
BARITO RENEWABLE | -3.4% |
 |
ERG SPA | -3.3% |