Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
15.6%
% of TAN's 32 holdings also in ETEC
12.2%
% of ETEC's 50 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus ETEC)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.3% | 3.6% | 3.6% |
|
ENPHASE ENERGY INC | 8.9% | 3.4% | 3.4% |
 |
GCL POLY ENERGY HOLDINGS LTD | 5.5% | 3.0% | 3.0% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.0% | 2.0% | 2.0% |
|
XINYI SOLAR HOLDINGS LTD | 4.2% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to ETEC
|
NEXTRACKER, INC. CLASS A | 9.4% |
|
FIRST SOLAR INC | 5.7% |
|
ENPHASE ENERGY INC | 5.5% |
|
SUNRUN INC. | 5.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.7% |
 |
NEOEN S.A. | 3.6% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.4% |
|
ARRAY TECHNOLOGIES INC | 3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.9% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.9% |
TAN Underweight Relative to ETEC
 |
YASKAWA ELECTRIC CORP | -6.2% |
|
KURITA WATER INDUSTRIES LTD | -6.0% |
|
UNIVERSAL DISPLAY CORP | -5.6% |
|
BORGWARNER INC | -5.4% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.1% |
 |
KEMIRA OYJ | -4.8% |
 |
SIEMENS ENERGY AG | -3.0% |
|
XYLEM INC | -2.9% |
 |
VESTAS WIND SYSTEMS A/S | -2.9% |
|
GS YUASA CORP | -2.8% |