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   

20

Number of overlapping holdings

58.8%

% of TAN's 34 holdings also in FRNW

40.0%

% of FRNW's 66 holdings also in TAN

Overlap by Weight
Sector Drift (TAN minus FRNW)
Overlapping Holdings

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Company Weight
in TAN
Weight
in FRNW
Overlap
FIRST SOLAR INC 9.1% 4.0% 4.0%
ENPHASE ENERGY INC 7.7% 3.6% 3.6%
SUNRUN INC. 5.2% 2.7% 2.7%
NEXTRACKER, INC. CLASS A 7.6% 2.5% 2.5%
NEOEN S.A. 3.4% 2.3% 2.3%

Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to FRNW
GCL POLY ENERGY HOLDINGS LTD 8.2%
FIRST SOLAR INC 5.1%
NEXTRACKER, INC. CLASS A 5.1%
ENCAVIS AG 4.3%
ENPHASE ENERGY INC 4.1%
HANNON ARMSTRONG SUSTAINABLE 3.8%
XINYI SOLAR HOLDINGS LTD 3.5%
DAQO NEW ENERGY CORP. SPONSORED ADR 2.9%
SUNRUN INC. 2.4%
JINKOSOLAR HOLDING CO-ADR 1.9%
TAN Underweight Relative to FRNW
GE VERONA -5.2%
VESTAS WIND SYSTEMS A/S -4.0%
EDP-ENERGIAS DE PORTUGAL SA -3.6%
DONG ENERGY A/S -3.4%
VERBUND AG -2.9%
ORMAT TECHNOLOGIES INC -2.5%
MERIDIAN ENERGY LTD -2.5%
EDP RENOVAVEIS SA -2.5%
NORTHLAND POWER INC -2.4%
BROOKFIELD RENEWABLE CORPORATION CLA -2.2%
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