Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
63%
ALSO IN FRNW
FRNW
68
HOLDINGS
40%
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 | 12.1% | 3.8% | 3.8% |
|
NEXTRACKER, INC. CLASS A | 9.7% | 3.4% | 3.4% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 7.3% | 3.1% | 3.1% |
|
ENPHASE ENERGY INC | 8.2% | 2.2% | 2.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.8% | 2.1% | 2.1% |
TAN Overweight Relative to FRNW
|
FIRST SOLAR INC | 8.3% |
|
NEXTRACKER, INC. CLASS A | 6.3% |
|
ENPHASE ENERGY INC | 6.0% |
|
ENLIGHT RENEWABLE ENERGY LTD | 4.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | 3.8% |
|
SUNRUN INC. | 3.2% |
 |
GCL POLY ENERGY HOLDINGS LTD | 3.1% |
|
ENERGIX-RENEWABLE ENERGIES LTD. | 2.4% |
TAN Underweight Relative to FRNW
|
BLOOM ENERGY CORPORATION CLASS A | -5.4% |
|
GE VERONA | -4.8% |
 |
VESTAS WIND SYSTEMS A/S | -4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.0% |
|
ORSTED | -3.2% |
 |
VERBUND AG | -2.8% |
 |
ACCIONA SA | -2.7% |
 |
NORDEX AG | -2.7% |
 |
NORTHLAND POWER INC | -2.5% |
|
ORMAT TECHNOLOGIES INC | -2.4% |