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
12

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
43%
ALSO IN CTEC
CTEC
38
HOLDINGS
33%
ALSO IN TAN
SECTOR DRIFT (TAN minus CTEC)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in CTEC
Overlap
NEXTRACKER, INC. CLASS A 10.5% 6.5% 6.5%
FIRST SOLAR INC 10.3% 6.5% 6.5%
ENPHASE ENERGY INC 6.7% 3.3% 3.3%
XINYI SOLAR HOLDINGS LTD 4.5% 3.2% 3.2%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3% 2.1% 2.1%
TAN Overweight Relative to CTEC
SUNRUN INC. 6.8%
GCL POLY ENERGY HOLDINGS LTD 6.0%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
HANNON ARMSTRONG SUSTAINABLE 4.0%
NEXTRACKER, INC. CLASS A 3.9%
FIRST SOLAR INC 3.8%
ENPHASE ENERGY INC 3.5%
SOLARIA ENERGIA Y MEDIO AMBI 3.3%
SOLAREDGE TECHNOLOGIES, INC. 3.2%
CLEARWAY ENERGY, INC. CLASS C 3.2%
TAN Underweight Relative to CTEC
VESTAS WIND SYSTEMS A/S -7.5%
SAMSUNG SDI CO LTD -7.1%
BLOOM ENERGY CORPORATION CLASS A -6.5%
NORDEX AG -5.5%
NIBE INDUSTRIER AB CLASS B -4.9%
QUANTUMSCAPE CORPORATION CLASS A -4.5%
JOHNSON MATTHEY PLC -4.2%
CHINA EVERBRIGHT INTL LTD -3.7%
EOS ENERGY ENTERPRISES, INC. CLASS A -3.3%
FLUENCE ENERGY INC CLASS A -2.7%
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