Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
20
Number of overlapping holdings
57.1%
% of TAN's 34 holdings also in ICLN
24.7%
% of ICLN's 101 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus ICLN)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in TAN |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.1% | 8.1% | 8.1% |
|
ENPHASE ENERGY INC | 10.6% | 7.8% | 7.8% |
|
NEXTRACKER, INC. CLASS A | 6.0% | 2.2% | 2.2% |
|
SUNRUN INC. | 8.1% | 1.6% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.9% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to ICLN
|
SUNRUN INC. | 6.5% |
 |
GCL POLY ENERGY HOLDINGS LTD | 5.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
 |
ENCAVIS AG | 3.9% |
|
NEXTRACKER, INC. CLASS A | 3.8% |
|
XINYI SOLAR HOLDINGS LTD | 3.8% |
 |
NEOEN S.A. | 2.9% |
|
ENPHASE ENERGY INC | 2.8% |
|
SUNNOVA ENERGY INTERNATIONAL INC | 2.7% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.4% |
TAN Underweight Relative to ICLN
 |
IBERDROLA SA | -6.9% |
|
CONSOLIDATED EDISON INC | -6.6% |
 |
VESTAS WIND SYSTEMS A/S | -5.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.3% |
|
DONG ENERGY A/S | -4.0% |
|
CHINA YANGTZE POWER CO LTD-A | -3.9% |
 |
SUZLON ENERGY LIMITED | -3.8% |
 |
CHUBU ELECTRIC POWER CO INC | -3.5% |
|
ORMAT TECHNOLOGIES INC | -2.0% |
 |
EQUATORIAL ENERGIA SA - ORD | -1.9% |