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
16
Number of overlapping holdings
37.2%
% of RAYS's 44 holdings also in TAN
55.2%
% of TAN's 29 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS 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 RAYS |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 9.8% | 10.5% | 9.8% |
|
FIRST SOLAR INC | 7.8% | 11.3% | 7.8% |
|
NEXTRACKER, INC. CLASS A | 6.6% | 10.1% | 6.6% |
|
SUNRUN INC. | 3.2% | 4.9% | 3.2% |
 |
XINYI SOLAR HOLDINGS LTD | 2.6% | 4.7% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to TAN
|
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% |
RAYS Underweight Relative to TAN
|
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% |