Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |