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
33
HOLDINGS
24%
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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.3% | 5.8% | 5.8% |
|
NEXTRACKER, INC. CLASS A | 10.5% | 5.7% | 5.7% |
|
SUNRUN INC. | 6.8% | 4.9% | 4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% | 5.3% | 4.0% |
|
ENPHASE ENERGY INC | 6.7% | 3.2% | 3.2% |
TAN Overweight Relative to ACES
 |
GCL POLY ENERGY HOLDINGS LTD | 6.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.0% |
|
NEXTRACKER, INC. CLASS A | 4.7% |
|
FIRST SOLAR INC | 4.5% |
|
XINYI SOLAR HOLDINGS LTD | 4.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.0% |
|
ENPHASE ENERGY INC | 3.6% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.3% |
|
JINKOSOLAR HOLDING CO-ADR | 2.4% |
TAN Underweight Relative to ACES
|
ALBEMARLE CORP | -7.0% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -5.7% |
|
ORMAT TECHNOLOGIES INC | -5.4% |
|
TESLA MOTORS INC | -5.4% |
|
RIVIAN AUTOMOTIVE INC-A | -5.2% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
ITRON INC | -3.6% |
|
NORTHLAND POWER INC | -3.4% |
|
PLUG POWER INC | -3.2% |
|
BORALEX INC -CL 'A' | -2.5% |