Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
33.3%
% of RNRG's 42 holdings also in TAN
36.8%
% of TAN's 38 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus TAN)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
NEOEN S.A. | 4.1% | 2.6% | 2.6% |
 |
ENCAVIS AG | 2.4% | 3.6% | 2.4% |
 |
SUNRUN INC. | 1.9% | 4.1% | 1.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.6% | 2.2% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.6% | 2.1% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to TAN
 |
MERIDIAN ENERGY LTD | 6.3% |
 |
DONG ENERGY A/S | 6.0% |
 |
VERBUND AG | 5.6% |
 |
CENTRAIS ELETRICAS BRASILIER | 5.4% |
 |
RUSHYDRO JSC | 5.4% |
 |
EDP RENOVAVEIS SA | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
ENGIE BRASIL ENERGIA S.A. | 4.5% |
|
MIGHTY RIVER POWER | 4.4% |
|
CONTACT ENERGY LTD | 3.3% |
RNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -12.4% |
|
ENPHASE ENERGY INC | -9.4% |
|
NEXTRACKER, INC. CLASS A | -8.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | -5.0% |
 |
GCL POLY ENERGY HOLDINGS LTD | -4.8% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
ARRAY TECHNOLOGIES INC | -3.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -2.8% |
 |
HANWHA CHEMICAL CORP | -2.5% |