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
12%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PBW
70
HOLDINGS
15%
ALSO IN TAN
TAN
42
HOLDINGS
30%
ALSO IN PBW
SECTOR DRIFT (PBW minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.9% | 3.5% | 1.9% |
|
FIRST SOLAR INC | 1.5% | 12.1% | 1.5% |
|
ENPHASE ENERGY INC | 1.4% | 8.2% | 1.4% |
 |
CANADIAN SOLAR INC | 1.4% | 1.5% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.4% | 5.9% | 1.4% |
PBW Overweight Relative to TAN
|
HYLIION HOLDINGS CORP. CLASS A | 4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
ASPEN AEROGELS INC | 2.2% |
 |
BALLARD POWER SYSTEMS INC | 2.0% |
|
MYR GROUP INC/DELAWARE | 1.9% |
|
IONQ, INC. | 1.9% |
|
POWELL INDUSTRIES INC | 1.8% |
|
FLUENCE ENERGY INC CLASS A | 1.8% |
|
D-WAVE QUANTUM INC | 1.7% |
PBW Underweight Relative to TAN
|
FIRST SOLAR INC | -10.5% |
|
NEXTRACKER, INC. CLASS A | -8.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -7.3% |
|
ENPHASE ENERGY INC | -6.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.0% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | -3.8% |
|
SUNRUN INC. | -3.6% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.5% |
|
GCL POLY ENERGY HOLDINGS LTD | -3.1% |