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 8.8% 3.5% 3.5%
NEXTRACKER, INC. CLASS A 9.7% 3.4% 3.4%
ENPHASE ENERGY INC 9.1% 3.2% 3.2%
CLEARWAY ENERGY, INC. CLASS C 4.2% 2.4% 2.4%
XINYI SOLAR HOLDINGS LTD 4.2% 2.2% 2.2%
TAN Overweight Relative to FRNW
GCL POLY ENERGY HOLDINGS LTD 6.7%
NEXTRACKER, INC. CLASS A 6.3%
ENPHASE ENERGY INC 5.8%
FIRST SOLAR INC 5.3%
HANNON ARMSTRONG SUSTAINABLE 4.7%
ENLIGHT RENEWABLE ENERGY LTD 2.7%
DAQO NEW ENERGY CORP. SPONSORED ADR 2.7%
GRENERGY RENOVABLES S.A 2.7%
SCATEC ASA 2.3%
SUNRUN INC. 2.1%
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%
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