Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
9
Number of overlapping holdings
21.4%
% of RNRG's 42 holdings also in ACES
24.3%
% of ACES's 37 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus ACES)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.0% | 5.4% | 5.0% |
 |
ORMAT TECHNOLOGIES INC | 3.5% | 5.0% | 3.5% |
|
NORTHLAND POWER INC | 3.1% | 4.8% | 3.1% |
|
SUNRUN INC. | 2.4% | 3.6% | 2.4% |
|
BORALEX INC -CL 'A' | 2.0% | 3.1% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to ACES
 |
DONG ENERGY A/S | 6.6% |
 |
VERBUND AG | 5.9% |
 |
EDP RENOVAVEIS SA | 5.8% |
 |
CENTRAIS ELETRICAS BRASILIER | 5.8% |
 |
MERIDIAN ENERGY LTD | 5.5% |
 |
BARITO RENEWABLE | 5.2% |
 |
NEOEN S.A. | 4.5% |
|
MIGHTY RIVER POWER | 4.4% |
 |
RUSHYDRO JSC | 4.0% |
|
ENGIE BRASIL ENERGIA S.A. | 3.9% |
RNRG Underweight Relative to ACES
|
ARCADIUM LITHIUM PLC | -6.5% |
|
ALBEMARLE CORP | -5.8% |
|
ITRON INC | -5.0% |
|
TESLA MOTORS INC | -4.9% |
|
DARLING INTERNATIONAL INC | -4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.7% |
|
NEXTRACKER, INC. CLASS A | -4.5% |
|
FIRST SOLAR INC | -4.5% |
|
ENPHASE ENERGY INC | -4.0% |
|
RIVIAN AUTOMOTIVE INC-A | -3.5% |