Fund Overlap

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


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OVERLAP
28%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
64%
ALSO IN ICLN
ICLN
106
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in ICLN
Overlap
FIRST SOLAR INC 10.3% 7.0% 7.0%
NEXTRACKER, INC. CLASS A 10.5% 6.8% 6.8%
ENPHASE ENERGY INC 6.7% 3.2% 3.2%
CLEARWAY ENERGY, INC. CLASS C 3.2% 1.6% 1.6%
SOLAREDGE TECHNOLOGIES, INC. 5.0% 1.6% 1.6%
TAN Overweight Relative to ICLN
SUNRUN INC. 6.8%
GCL POLY ENERGY HOLDINGS LTD 6.0%
XINYI SOLAR HOLDINGS LTD 4.5%
HANNON ARMSTRONG SUSTAINABLE 4.0%
NEXTRACKER, INC. CLASS A 3.7%
ENPHASE ENERGY INC 3.5%
SOLAREDGE TECHNOLOGIES, INC. 3.4%
FIRST SOLAR INC 3.3%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
ARRAY TECHNOLOGIES INC 2.8%
TAN Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -11.5%
CHINA YANGTZE POWER CO LTD-A -5.4%
VESTAS WIND SYSTEMS A/S -3.1%
PLUG POWER INC -3.0%
EQUATORIAL ENERGIA SA - ORD -2.7%
SUZLON ENERGY LIMITED -2.2%
EDP-ENERGIAS DE PORTUGAL SA -2.0%
CHUBU ELECTRIC POWER CO INC -1.9%
ORSTED -1.6%
DOOSAN FUEL CELL CO., LTD. -1.5%
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