Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
36.8%
% of TAN's 38 holdings also in RNRG
33.3%
% of RNRG's 42 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus RNRG)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
NEOEN S.A. | 2.6% | 4.1% | 2.6% |
 |
ENCAVIS AG | 3.6% | 2.4% | 2.4% |
 |
SUNRUN INC. | 4.1% | 1.9% | 1.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.2% | 1.6% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.1% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to RNRG
|
FIRST SOLAR INC | 12.4% |
|
ENPHASE ENERGY INC | 9.4% |
|
NEXTRACKER, INC. CLASS A | 8.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.0% |
 |
GCL POLY ENERGY HOLDINGS LTD | 4.8% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
|
ARRAY TECHNOLOGIES INC | 3.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.8% |
 |
HANWHA CHEMICAL CORP | 2.5% |
TAN Underweight Relative to RNRG
 |
MERIDIAN ENERGY LTD | -6.3% |
 |
DONG ENERGY A/S | -6.0% |
 |
VERBUND AG | -5.6% |
 |
CENTRAIS ELETRICAS BRASILIER | -5.4% |
 |
RUSHYDRO JSC | -5.4% |
 |
EDP RENOVAVEIS SA | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
|
ENGIE BRASIL ENERGIA S.A. | -4.5% |
|
MIGHTY RIVER POWER | -4.4% |
|
CONTACT ENERGY LTD | -3.3% |