Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
29%
ALSO IN ACES
ACES
32
HOLDINGS
25%
ALSO IN TAN
SECTOR DRIFT (TAN minus ACES)
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 TAN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 6.5% | 5.9% | 5.9% |
|
FIRST SOLAR INC | 9.6% | 5.3% | 5.3% |
|
NEXTRACKER, INC. CLASS A | 9.2% | 5.0% | 5.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.9% | 4.8% | 3.9% |
|
ENPHASE ENERGY INC | 6.9% | 3.9% | 3.9% |
TAN Overweight Relative to ACES
 |
GCL POLY ENERGY HOLDINGS LTD | 7.6% |
|
XINYI SOLAR HOLDINGS LTD | 5.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 5.0% |
|
FIRST SOLAR INC | 4.4% |
|
NEXTRACKER, INC. CLASS A | 4.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.6% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.1% |
|
ENPHASE ENERGY INC | 3.0% |
|
JINKOSOLAR HOLDING CO-ADR | 3.0% |
TAN Underweight Relative to ACES
|
TESLA MOTORS INC | -6.0% |
|
ALBEMARLE CORP | -5.6% |
|
ORMAT TECHNOLOGIES INC | -5.2% |
 |
NORTHLAND POWER INC | -4.7% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.6% |
|
ITRON INC | -4.3% |
|
RIVIAN AUTOMOTIVE INC-A | -4.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.5% |
|
BORALEX INC -CL 'A' | -3.3% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.3% |