Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
55.2%
% of TAN's 29 holdings also in RAYS
37.2%
% of RAYS's 44 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus RAYS)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 10.5% | 9.8% | 9.8% |
|
FIRST SOLAR INC | 11.3% | 7.8% | 7.8% |
|
NEXTRACKER, INC. CLASS A | 10.1% | 6.6% | 6.6% |
|
SUNRUN INC. | 4.9% | 3.2% | 3.2% |
 |
XINYI SOLAR HOLDINGS LTD | 4.7% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to RAYS
|
GCL POLY ENERGY HOLDINGS LTD | 5.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.1% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.5% |
|
FIRST SOLAR INC | 3.4% |
|
JINKOSOLAR HOLDING CO-ADR | 2.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.6% |
 |
GRENERGY RENOVABLES S.A | 2.5% |
|
XINYI SOLAR HOLDINGS LTD | 2.1% |
TAN Underweight Relative to RAYS
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -10.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -7.1% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
 |
HANWHA CHEMICAL CORP | -3.1% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -2.9% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.4% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.4% |
|
CECEP SOLAR ENERGY CO., LTD CLASS A | -2.1% |