Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
59.4%
% of TAN's 32 holdings also in FRNW
38.0%
% of FRNW's 66 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus FRNW)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.5% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 8.1% | 3.6% | 3.6% |
|
SUNRUN INC. | 4.2% | 2.7% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 8.1% | 2.5% | 2.5% |
 |
NEOEN S.A. | 4.0% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to FRNW
 |
GCL POLY ENERGY HOLDINGS LTD | 7.5% |
|
FIRST SOLAR INC | 6.6% |
|
NEXTRACKER, INC. CLASS A | 5.6% |
|
ENPHASE ENERGY INC | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.9% |
|
XINYI SOLAR HOLDINGS LTD | 3.4% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.8% |
|
JINKOSOLAR HOLDING CO-ADR | 2.5% |
 |
ENERGIX-RENEWABLE ENERGIES LTD. | 1.7% |
|
NEOEN S.A. | 1.7% |
TAN Underweight Relative to FRNW
|
GE VERONA | -5.2% |
 |
VESTAS WIND SYSTEMS A/S | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -2.9% |
|
ORMAT TECHNOLOGIES INC | -2.5% |
 |
MERIDIAN ENERGY LTD | -2.5% |
 |
EDP RENOVAVEIS SA | -2.5% |
 |
NORTHLAND POWER INC | -2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% |