Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
19%
ALSO IN TAN
TAN
28
HOLDINGS
36%
ALSO IN PBW
SECTOR DRIFT (PBW minus TAN)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PBW |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 2.8% | 5.9% | 2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.2% | 3.9% | 2.2% |
|
FIRST SOLAR INC | 2.0% | 10.0% | 2.0% |
 |
CANADIAN SOLAR INC | 1.8% | 2.0% | 1.8% |
|
JINKOSOLAR HOLDING CO-ADR | 1.7% | 2.9% | 1.7% |
PBW Overweight Relative to TAN
|
SOLID POWER, INC. CLASS A | 3.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
MP MATERIALS CORP CLASS A | 2.4% |
|
JOBY AVIATION, INC. | 2.4% |
|
AMPRIUS TECHNOLOGIES INC | 2.3% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.2% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
PLUG POWER INC | 1.9% |
|
ALBEMARLE CORP | 1.8% |
PBW Underweight Relative to TAN
|
FIRST SOLAR INC | -8.0% |
|
GCL POLY ENERGY HOLDINGS LTD | -7.8% |
|
NEXTRACKER, INC. CLASS A | -7.2% |
|
ENPHASE ENERGY INC | -5.5% |
|
XINYI SOLAR HOLDINGS LTD | -5.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.1% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.4% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.3% |