Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
38.6%
% of RAYS's 45 holdings also in TAN
56.7%
% of TAN's 30 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 | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 10.0% | 11.0% | 10.0% |
|
FIRST SOLAR INC | 6.8% | 9.9% | 6.8% |
|
NEXTRACKER, INC. CLASS A | 6.2% | 9.6% | 6.2% |
 |
XINYI SOLAR HOLDINGS LTD | 2.7% | 5.1% | 2.7% |
|
SUNRUN INC. | 2.4% | 3.8% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to TAN
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 10.7% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 8.2% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 8.0% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 4.1% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.2% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 3.0% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.5% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | 2.5% |
 |
HANWHA CHEMICAL CORP | 2.3% |
|
HENGDIAN GROUP DMEGC MAGNETICS CO., | 2.0% |
RAYS Underweight Relative to TAN
|
GCL POLY ENERGY HOLDINGS LTD | -6.4% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.7% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.8% |
|
NEXTRACKER, INC. CLASS A | -3.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.2% |
|
FIRST SOLAR INC | -3.1% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
|
JINKOSOLAR HOLDING CO-ADR | -2.8% |
|
XINYI SOLAR HOLDINGS LTD | -2.3% |
 |
SCATEC ASA | -2.0% |