Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
64%
ALSO IN FRNW
FRNW
52
HOLDINGS
38%
ALSO IN TAN
SECTOR DRIFT (TAN minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.3% | 3.5% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 9.1% | 3.4% | 3.4% |
|
ENPHASE ENERGY INC | 8.2% | 3.2% | 3.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.7% | 2.4% | 2.4% |
 |
XINYI SOLAR HOLDINGS LTD | 4.7% | 2.2% | 2.2% |
TAN Overweight Relative to FRNW
|
GCL POLY ENERGY HOLDINGS LTD | 7.8% |
|
NEXTRACKER, INC. CLASS A | 5.7% |
|
ENPHASE ENERGY INC | 5.0% |
|
FIRST SOLAR INC | 4.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.2% |
|
SUNRUN INC. | 2.8% |
 |
GRENERGY RENOVABLES S.A | 2.6% |
|
XINYI SOLAR HOLDINGS LTD | 2.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.5% |
TAN Underweight Relative to FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.7% |
|
GE VERONA | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -3.1% |
|
ITRON INC | -2.7% |
 |
NORDEX AG | -2.7% |
 |
VINCI SA | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
NEOEN S.A. | -2.5% |