Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
51.7%
% of TAN's 29 holdings also in ICLN
21.4%
% of ICLN's 104 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus ICLN)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 11.3% | 5.4% | 5.4% |
|
ENPHASE ENERGY INC | 10.5% | 4.3% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 10.1% | 3.5% | 3.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.1% | 1.5% | 1.5% |
|
SUNRUN INC. | 4.9% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to ICLN
|
NEXTRACKER, INC. CLASS A | 6.6% |
|
ENPHASE ENERGY INC | 6.2% |
|
FIRST SOLAR INC | 5.8% |
 |
GCL POLY ENERGY HOLDINGS LTD | 5.6% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.3% |
|
SUNRUN INC. | 4.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.6% |
|
JINKOSOLAR HOLDING CO-ADR | 2.6% |
TAN Underweight Relative to ICLN
 |
IBERDROLA SA | -7.6% |
 |
SSE PLC | -6.8% |
 |
VESTAS WIND SYSTEMS A/S | -5.6% |
|
CHINA YANGTZE POWER CO LTD-A | -4.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.1% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.5% |
 |
CHUBU ELECTRIC POWER CO INC | -3.4% |
|
DONG ENERGY A/S | -3.3% |
 |
SUZLON ENERGY LIMITED | -3.2% |
|
CENTRAIS ELETRICAS BRASILIER | -3.0% |