Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
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 | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 10.5% | 5.7% | 5.7% |
|
FIRST SOLAR INC | 10.4% | 5.1% | 5.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.8% | 4.0% | 4.0% |
|
SUNRUN INC. | 6.6% | 3.9% | 3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.9% | 3.6% | 3.6% |
TAN Overweight Relative to FRNW
 |
GCL POLY ENERGY HOLDINGS LTD | 5.9% |
|
FIRST SOLAR INC | 5.3% |
|
ENPHASE ENERGY INC | 5.0% |
|
NEXTRACKER, INC. CLASS A | 4.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.4% |
|
SUNRUN INC. | 2.8% |
 |
GRENERGY RENOVABLES S.A | 2.2% |
 |
SCATEC ASA | 1.9% |
|
XINYI SOLAR HOLDINGS LTD | 1.9% |
TAN Underweight Relative to FRNW
|
GE VERONA | -8.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.4% |
 |
VESTAS WIND SYSTEMS A/S | -6.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.8% |
 |
NORDEX AG | -4.0% |
|
ACCIONA SA | -3.9% |
|
ORMAT TECHNOLOGIES INC | -3.2% |
|
E.ON AG | -3.2% |
|
ITRON INC | -3.1% |
 |
NORTHLAND POWER INC | -3.0% |