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 9.2% 5.7% 5.7%
FIRST SOLAR INC 9.6% 5.1% 5.1%
SUNRUN INC. 6.5% 3.9% 3.9%
ENLIGHT RENEWABLE ENERGY LTD 5.0% 3.6% 3.6%
SOLAREDGE TECHNOLOGIES, INC. 3.6% 4.0% 3.6%
TAN Overweight Relative to FRNW
GCL POLY ENERGY HOLDINGS LTD 7.6%
ENPHASE ENERGY INC 4.8%
FIRST SOLAR INC 4.5%
HANNON ARMSTRONG SUSTAINABLE 3.9%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.8%
NEXTRACKER, INC. CLASS A 3.5%
XINYI SOLAR HOLDINGS LTD 2.8%
SUNRUN INC. 2.6%
GRENERGY RENOVABLES S.A 2.5%
SCATEC ASA 2.1%
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%
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