Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
65.8%
% of TAN's 38 holdings also in RAYS
50.0%
% of RAYS's 50 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus RAYS)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 11.3% | 9.4% | 9.4% |
|
ENPHASE ENERGY INC | 9.0% | 10.3% | 9.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.4% | 4.0% | 4.0% |
 |
XINYI SOLAR HOLDINGS LTD | 5.3% | 3.8% | 3.8% |
|
ARRAY TECHNOLOGIES INC | 3.9% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to RAYS
|
NEXTRACKER, INC. CLASS A | 5.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% |
|
GCL POLY ENERGY HOLDINGS LTD | 5.0% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.4% |
 |
NEOEN S.A. | 2.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.0% |
|
FIRST SOLAR INC | 2.0% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.9% |
|
JINKOSOLAR HOLDING CO-ADR | 1.8% |
|
SUNRUN INC. | 1.7% |
TAN Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.9% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -6.9% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -5.4% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.8% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.7% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.6% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.6% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.4% |
|
RISEN ENERGY CO., LTD. CLASS A | -2.0% |
|
GCL SYSTEM INTEGRATION TECHNOLOGY CO | -1.5% |