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

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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%
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