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
63.3%
% of TAN's 30 holdings also in FRNW
39.6%
% of FRNW's 52 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 | 9.9% | 3.5% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 9.6% | 3.4% | 3.4% |
|
ENPHASE ENERGY INC | 11.0% | 3.2% | 3.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.8% | 2.4% | 2.4% |
 |
XINYI SOLAR HOLDINGS LTD | 5.1% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to FRNW
|
ENPHASE ENERGY INC | 7.8% |
|
FIRST SOLAR INC | 6.5% |
|
GCL POLY ENERGY HOLDINGS LTD | 6.4% |
|
NEXTRACKER, INC. CLASS A | 6.2% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.7% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.0% |
|
XINYI SOLAR HOLDINGS LTD | 2.9% |
|
SUNRUN INC. | 2.2% |
 |
SCATEC ASA | 2.0% |
 |
NEO SOLAR POWER CORP | 1.9% |
TAN Underweight Relative to FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.7% |
|
GE VERONA | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -3.1% |
 |
NORDEX AG | -2.7% |
|
ITRON INC | -2.7% |
 |
VINCI SA | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
NEOEN S.A. | -2.5% |