Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
34.5%
% of TAN's 29 holdings also in RNRG
27.0%
% of RNRG's 37 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus RNRG)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
CLEARWAY ENERGY, INC. CLASS C | 4.1% | 2.7% | 2.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.5% | 2.1% | 2.1% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | 2.0% | 1.7% | 1.7% |
|
SUNRUN INC. | 4.9% | 1.7% | 1.7% |
 |
RENEW ENERGY GLOBAL PLC CLASS A | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to RNRG
|
FIRST SOLAR INC | 11.3% |
|
ENPHASE ENERGY INC | 10.5% |
|
NEXTRACKER, INC. CLASS A | 10.1% |
 |
GCL POLY ENERGY HOLDINGS LTD | 5.6% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.3% |
|
SUNRUN INC. | 3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.6% |
|
JINKOSOLAR HOLDING CO-ADR | 2.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.6% |
TAN Underweight Relative to RNRG
 |
CENTRAIS ELETRICAS BRASILIER | -7.8% |
 |
DONG ENERGY A/S | -7.8% |
 |
MERIDIAN ENERGY LTD | -6.6% |
 |
VERBUND AG | -6.3% |
 |
EDP RENOVAVEIS SA | -6.2% |
|
ENGIE BRASIL ENERGIA S.A. | -5.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
MIGHTY RIVER POWER | -4.8% |
|
ORMAT TECHNOLOGIES INC | -4.8% |
|
CONTACT ENERGY LTD | -4.7% |