Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
38.3%
% of RAYS's 47 holdings also in TAN
56.3%
% of TAN's 32 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS minus TAN)
Overlapping Holdings
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| Company | Weight in RAYS |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.5% | 10.5% | 9.5% |
|
ENPHASE ENERGY INC | 10.7% | 8.1% | 8.1% |
|
NEXTRACKER, INC. CLASS A | 4.5% | 8.1% | 4.5% |
|
SUNRUN INC. | 3.7% | 4.2% | 3.7% |
 |
XINYI SOLAR HOLDINGS LTD | 2.5% | 5.1% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to TAN
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 7.6% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 7.3% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 3.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.6% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.9% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.7% |
|
ENPHASE ENERGY INC | 2.6% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | 2.4% |
|
RISEN ENERGY CO., LTD. CLASS A | 1.9% |
RAYS Underweight Relative to TAN
|
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
 |
NEOEN S.A. | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
JINKOSOLAR HOLDING CO-ADR | -3.8% |
|
NEXTRACKER, INC. CLASS A | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.8% |
|
XINYI SOLAR HOLDINGS LTD | -2.5% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | -1.7% |