Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
6.3%
% of TAN's 32 holdings also in SDG
1.8%
% of SDG's 119 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus SDG)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
XINYI SOLAR HOLDINGS LTD | 5.1% | 4.1% | 4.1% |
 |
FIRST SOLAR INC | 7.4% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to SDG
|
NEXTRACKER, INC. CLASS A | 10.3% |
|
ENPHASE ENERGY INC | 8.9% |
|
GCL POLY ENERGY HOLDINGS LTD | 6.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.4% |
 |
NEOEN S.A. | 4.2% |
|
FIRST SOLAR INC | 4.0% |
|
SUNRUN INC. | 3.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.5% |
|
ARRAY TECHNOLOGIES INC | 3.3% |
TAN Underweight Relative to SDG
 |
VESTAS WIND SYSTEMS A/S | -4.4% |
|
LI AUTO, INC. CLASS A | -4.2% |
 |
NOVARTIS AG | -4.0% |
 |
WH GROUP LTD | -3.9% |
|
NOVO NORDISK A/S-B | -3.8% |
 |
EAST JAPAN RAILWAY CO | -3.7% |
|
NVIDIA CORP | -3.3% |
 |
UNI-PRESIDENT ENTERPRISES CO | -2.8% |
|
CENTRAL JAPAN RAILWAY CO | -2.7% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -2.3% |