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
12
Number of overlapping holdings
30.8%
% of RNRG's 39 holdings also in TAN
37.5%
% of TAN's 32 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus TAN)
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 TAN |
Overlap | |
|---|---|---|---|---|
 |
NEOEN S.A. | 5.1% | 4.0% | 4.0% |
 |
CLEARWAY ENERGY, INC. CLASS C | 2.0% | 3.2% | 2.0% |
|
SUNRUN INC. | 2.0% | 4.2% | 2.0% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.7% | 2.9% | 1.7% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | 1.6% | 1.7% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to TAN
 |
BARITO RENEWABLE | 7.1% |
 |
VERBUND AG | 6.2% |
 |
CENTRAIS ELETRICAS BRASILIER | 6.0% |
 |
DONG ENERGY A/S | 5.9% |
 |
MERIDIAN ENERGY LTD | 5.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.0% |
 |
EDP RENOVAVEIS SA | 4.7% |
|
MIGHTY RIVER POWER | 4.1% |
|
ORMAT TECHNOLOGIES INC | 3.9% |
|
ENGIE BRASIL ENERGIA S.A. | 3.9% |
RNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -10.5% |
|
ENPHASE ENERGY INC | -8.1% |
|
NEXTRACKER, INC. CLASS A | -8.1% |
 |
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
JINKOSOLAR HOLDING CO-ADR | -3.8% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.8% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | -2.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.5% |