Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
36%
ALSO IN PBW
PBW
52
HOLDINGS
19%
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 | |
|---|---|---|---|---|
 |
SUNRUN INC. | 5.9% | 2.8% | 2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.9% | 2.2% | 2.2% |
|
FIRST SOLAR INC | 10.0% | 2.0% | 2.0% |
 |
CANADIAN SOLAR INC | 2.0% | 1.8% | 1.8% |
|
JINKOSOLAR HOLDING CO-ADR | 2.9% | 1.7% | 1.7% |
TAN Overweight Relative to PBW
|
FIRST SOLAR INC | 8.0% |
|
GCL POLY ENERGY HOLDINGS LTD | 7.8% |
|
NEXTRACKER, INC. CLASS A | 7.2% |
|
ENPHASE ENERGY INC | 5.5% |
|
XINYI SOLAR HOLDINGS LTD | 5.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.3% |
TAN Underweight Relative to PBW
|
SOLID POWER, INC. CLASS A | -3.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.6% |
|
MP MATERIALS CORP CLASS A | -2.4% |
|
JOBY AVIATION, INC. | -2.4% |
|
AMPRIUS TECHNOLOGIES INC | -2.3% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -2.2% |
 |
STANDARD LITHIUM LTD. | -1.9% |
|
PLUG POWER INC | -1.9% |
|
ALBEMARLE CORP | -1.8% |