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
30%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
29%
ALSO IN ACES
ACES
34
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 6.7% | 6.9% | 6.7% |
|
NEXTRACKER, INC. CLASS A | 10.5% | 6.0% | 6.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% | 5.6% | 4.0% |
|
FIRST SOLAR INC | 10.3% | 3.9% | 3.9% |
|
SUNRUN INC. | 6.8% | 3.8% | 3.8% |
TAN Overweight Relative to ACES
|
FIRST SOLAR INC | 6.4% |
 |
GCL POLY ENERGY HOLDINGS LTD | 6.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.0% |
|
NEXTRACKER, INC. CLASS A | 4.5% |
|
XINYI SOLAR HOLDINGS LTD | 4.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.0% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.3% |
|
SUNRUN INC. | 3.0% |
|
JINKOSOLAR HOLDING CO-ADR | 2.4% |
TAN Underweight Relative to ACES
|
ALBEMARLE CORP | -7.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.7% |
|
NORTHLAND POWER INC | -5.6% |
|
ITRON INC | -4.9% |
|
ORMAT TECHNOLOGIES INC | -4.7% |
|
TESLA MOTORS INC | -4.5% |
|
RIVIAN AUTOMOTIVE INC-A | -4.4% |
|
PLUG POWER INC | -3.3% |
|
ANDERSONS INC/THE | -2.8% |
|
BORALEX INC -CL 'A' | -2.7% |