Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
BY WEIGHT
8
# OF OVERLAPPING HOLDINGS
TAN
28
HOLDINGS
29%
ALSO IN ACES
ACES
36
HOLDINGS
22%
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 | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 9.7% | 4.8% | 4.8% |
|
ENPHASE ENERGY INC | 9.1% | 4.7% | 4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.7% | 5.3% | 4.7% |
|
FIRST SOLAR INC | 8.8% | 4.4% | 4.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.2% | 4.9% | 4.2% |
TAN Overweight Relative to ACES
 |
GCL POLY ENERGY HOLDINGS LTD | 6.7% |
|
NEXTRACKER, INC. CLASS A | 4.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.8% |
|
FIRST SOLAR INC | 4.4% |
|
ENPHASE ENERGY INC | 4.3% |
|
XINYI SOLAR HOLDINGS LTD | 4.2% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.1% |
|
JINKOSOLAR HOLDING CO-ADR | 3.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.7% |
TAN Underweight Relative to ACES
|
TESLA MOTORS INC | -5.4% |
|
ORMAT TECHNOLOGIES INC | -5.3% |
|
ITRON INC | -5.3% |
|
ALBEMARLE CORP | -5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
NORTHLAND POWER INC | -4.9% |
|
LUCID GROUP, INC. | -4.7% |
|
RIVIAN AUTOMOTIVE INC-A | -4.7% |
|
BORALEX INC -CL 'A' | -4.4% |
|
INNERGEX RENEWABLE ENERGY | -3.0% |