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
OVERLAP
12%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
30%
ALSO IN PBW
PBW
70
HOLDINGS
15%
ALSO IN TAN
SECTOR DRIFT (TAN minus PBW)
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 PBW |
Overlap | |
|---|---|---|---|---|
 |
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 3.5% | 1.9% | 1.9% |
|
FIRST SOLAR INC | 12.1% | 1.5% | 1.5% |
|
ENPHASE ENERGY INC | 8.2% | 1.4% | 1.4% |
 |
CANADIAN SOLAR INC | 1.5% | 1.4% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.9% | 1.4% | 1.4% |
TAN Overweight Relative to PBW
|
FIRST SOLAR INC | 10.5% |
|
NEXTRACKER, INC. CLASS A | 8.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 7.3% |
|
ENPHASE ENERGY INC | 6.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | 3.8% |
|
SUNRUN INC. | 3.6% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.5% |
|
GCL POLY ENERGY HOLDINGS LTD | 3.1% |
TAN Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
ASPEN AEROGELS INC | -2.2% |
 |
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
FLUENCE ENERGY INC CLASS A | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |