Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
27%
ALSO IN ACES
ACES
33
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 9.7% | 5.2% | 5.2% |
|
ENPHASE ENERGY INC | 8.2% | 4.8% | 4.8% |
|
FIRST SOLAR INC | 12.1% | 4.6% | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% | 4.9% | 4.0% |
|
SUNRUN INC. | 4.8% | 2.8% | 2.8% |
TAN Overweight Relative to ACES
|
FIRST SOLAR INC | 7.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 7.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.9% |
|
NEXTRACKER, INC. CLASS A | 4.5% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | 3.8% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.5% |
|
ENPHASE ENERGY INC | 3.4% |
 |
GCL POLY ENERGY HOLDINGS LTD | 3.1% |
|
GRENERGY RENOVABLES S.A | 2.4% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | 2.4% |
TAN Underweight Relative to ACES
 |
NORTHLAND POWER INC | -5.6% |
|
TESLA MOTORS INC | -5.3% |
|
RIVIAN AUTOMOTIVE INC-A | -5.2% |
|
ITRON INC | -5.0% |
|
DARLING INTERNATIONAL INC | -5.0% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
|
ORMAT TECHNOLOGIES INC | -4.8% |
|
ALBEMARLE CORP | -4.4% |
|
PLUG POWER INC | -4.1% |
|
ANDERSONS INC/THE | -3.3% |