WBAT vs. ACES ETF Comparison
Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to ALPS Clean Energy ETF (ACES)
WBAT
WisdomTree Battery Value Chain and Innovation Fund
WBAT Description
WisdomTree Battery Value Chain and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of global region. The fund invests in stocks of companies operating across battery and energy storage solutions and innovation sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the WisdomTree Battery Value Chain and Innovation Index, by using representative sampling technique. WisdomTree Battery Value Chain and Innovation Fund is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.60
Average Daily Volume
2,139
23
ACES
ALPS Clean Energy ETF
ACES Description
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.05
Average Daily Volume
126,745
28
Performance
Period | WBAT | ACES |
---|---|---|
30 Days | 1.68% | -5.47% |
60 Days | 10.18% | -7.12% |
90 Days | 10.93% | -5.36% |
12 Months | -3.64% | -12.13% |
1 Overlapping Holdings
Symbol | Grade | Weight in WBAT | Weight in ACES | Overlap | |
---|---|---|---|---|---|
ALB | B | 0.65% | 6.6% | 0.65% |
WBAT Overweight 22 Positions Relative to ACES
WBAT Underweight 27 Positions Relative to ACES
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | -7.71% | |
ITRI | B | -6.19% | |
DAR | C | -5.74% | |
ORA | B | -5.4% | |
FSLR | F | -4.32% | |
RIVN | F | -3.95% | |
HASI | F | -3.76% | |
ENPH | F | -2.74% | |
CWEN | C | -2.64% | |
RUN | F | -2.56% | |
LCID | F | -2.35% | |
PLUG | F | -2.01% | |
ANDE | F | -1.85% | |
NEP | F | -1.81% | |
AMSC | C | -1.62% | |
FLNC | C | -1.55% | |
ASPN | F | -1.44% | |
WOLF | F | -1.28% | |
ARRY | F | -1.16% | |
AMRC | F | -1.03% | |
SHLS | F | -1.0% | |
REX | D | -0.89% | |
GPRE | F | -0.85% | |
EOSE | D | -0.61% | |
CLNE | F | -0.59% | |
CHPT | F | -0.54% | |
NOVA | F | -0.5% |
WBAT: Top Represented Industries & Keywords
ACES: Top Represented Industries & Keywords