Fund Overlap

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


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23

Number of overlapping holdings

63.9%

% of TAN's 36 holdings also in FRNW

46.0%

% of FRNW's 65 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 8.8% 6.3% 6.3%
ENPHASE ENERGY INC 9.4% 3.5% 3.5%
NEXTRACKER, INC. CLASS A 7.6% 2.8% 2.8%
NEOEN S.A. 3.4% 2.7% 2.7%
ENCAVIS AG 4.3% 2.4% 2.4%

Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to FRNW
ENPHASE ENERGY INC 5.8%
GCL POLY ENERGY HOLDINGS LTD 5.4%
SUNRUN INC. 4.8%
NEXTRACKER, INC. CLASS A 4.8%
HANNON ARMSTRONG SUSTAINABLE 3.6%
XINYI SOLAR HOLDINGS LTD 2.7%
FIRST SOLAR INC 2.5%
HANWHA CHEMICAL CORP 2.3%
DAQO NEW ENERGY CORP. SPONSORED ADR 2.3%
ENCAVIS AG 1.9%
TAN Underweight Relative to FRNW
VESTAS WIND SYSTEMS A/S -3.8%
DONG ENERGY A/S -3.0%
BLOOM ENERGY CORPORATION CLASS A -2.8%
VERBUND AG -2.8%
CHINA LONGYUAN POWER GROUP-H -2.6%
BROOKFIELD RENEWABLE CORPORATION CLA -2.6%
ITRON INC -2.6%
MERIDIAN ENERGY LTD -2.5%
EDP RENOVAVEIS SA -2.4%
ORMAT TECHNOLOGIES INC -2.4%
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