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
14%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
14%
ALSO IN ETEC
ETEC
46
HOLDINGS
12%
ALSO IN TAN
SECTOR DRIFT (TAN minus ETEC)
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 ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.0% | 5.0% | 5.0% |
|
ENPHASE ENERGY INC | 6.7% | 3.5% | 3.5% |
 |
GCL POLY ENERGY HOLDINGS LTD | 7.8% | 3.2% | 3.2% |
|
XINYI SOLAR HOLDINGS LTD | 5.2% | 2.0% | 2.0% |
TAN Overweight Relative to ETEC
|
NEXTRACKER, INC. CLASS A | 8.7% |
|
SUNRUN INC. | 5.9% |
|
FIRST SOLAR INC | 5.0% |
|
GCL POLY ENERGY HOLDINGS LTD | 4.6% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.3% |
TAN Underweight Relative to ETEC
|
BORGWARNER INC | -6.9% |
|
ALLEGRO MICROSYSTEMS, INC. | -5.3% |
 |
YASKAWA ELECTRIC CORP | -5.0% |
|
UNIVERSAL DISPLAY CORP | -4.9% |
|
KURITA WATER INDUSTRIES LTD | -4.9% |
 |
KEMIRA OYJ | -4.0% |
 |
VESTAS WIND SYSTEMS A/S | -3.7% |
|
GS YUASA CORP | -3.6% |
|
XYLEM INC | -3.3% |
 |
SIEMENS ENERGY AG | -3.2% |