Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
48.7%
% of RNEW's 43 holdings also in ACES
52.8%
% of ACES's 36 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ACES)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
RIVIAN AUTOMOTIVE INC-A | 4.9% | 5.7% | 4.9% |
|
ENPHASE ENERGY INC | 4.7% | 5.1% | 4.7% |
|
LUCID GROUP, INC. | 4.0% | 5.2% | 4.0% |
|
FIRST SOLAR INC | 3.6% | 4.7% | 3.6% |
|
TESLA MOTORS INC | 3.5% | 5.1% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ACES
|
REPUBLIC SERVICES INC | 6.3% |
|
CHENIERE ENERGY PARTNERS LP | 6.2% |
|
WASTE MANAGEMENT INC | 5.9% |
|
CHENIERE ENERGY INC | 5.9% |
|
ECOLAB INC | 5.6% |
|
DONALDSON CO INC | 4.6% |
|
CLEAN HARBORS INC | 4.5% |
|
QUANTA SERVICES INC | 4.2% |
|
CASELLA WASTE SYSTEMS INC-A | 4.0% |
|
BORGWARNER INC | 3.5% |
RNEW Underweight Relative to ACES
|
NEXTRACKER, INC. CLASS A | -5.3% |
 |
NORTHLAND POWER INC | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.0% |
|
DARLING INTERNATIONAL INC | -5.0% |
|
ALBEMARLE CORP | -4.9% |
|
BORALEX INC -CL 'A' | -3.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.1% |
|
INNERGEX RENEWABLE ENERGY | -2.8% |
|
ORMAT TECHNOLOGIES INC | -2.7% |