Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
26.0%
% of FRNW's 66 holdings also in ACES
35.1%
% of ACES's 37 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ACES)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.0% | 4.6% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 2.8% | 2.8% |
|
SUNRUN INC. | 2.7% | 2.6% | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 5.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 5.3% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ACES
|
GE VERONA | 5.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
 |
NEOEN S.A. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
|
ACCIONA SA | 2.2% |
FRNW Underweight Relative to ACES
|
TESLA MOTORS INC | -7.7% |
|
ALBEMARLE CORP | -6.8% |
|
ARCADIUM LITHIUM PLC | -6.6% |
|
ITRON INC | -6.0% |
|
DARLING INTERNATIONAL INC | -5.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
RIVIAN AUTOMOTIVE INC-A | -3.8% |
|
ORMAT TECHNOLOGIES INC | -2.9% |
|
NEXTRACKER, INC. CLASS A | -2.9% |