Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
9.4%
% of TAN's 32 holdings also in SDG
2.5%
% of SDG's 127 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus SDG)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in SDG |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 8.9% | 4.7% | 4.7% |
|
FIRST SOLAR INC | 9.3% | 4.4% | 4.4% |
 |
XINYI SOLAR HOLDINGS LTD | 4.2% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to SDG
|
NEXTRACKER, INC. CLASS A | 9.4% |
|
GCL POLY ENERGY HOLDINGS LTD | 5.5% |
|
SUNRUN INC. | 5.0% |
|
FIRST SOLAR INC | 4.9% |
|
ENPHASE ENERGY INC | 4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.7% |
 |
NEOEN S.A. | 3.6% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.4% |
|
ARRAY TECHNOLOGIES INC | 3.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.0% |
TAN Underweight Relative to SDG
 |
ASTRAZENECA PLC | -4.4% |
 |
DAIWA HOUSE INDUSTRY CO LTD | -4.2% |
|
NVIDIA CORP | -4.0% |
 |
VESTAS WIND SYSTEMS A/S | -3.9% |
 |
WH GROUP LTD | -3.8% |
|
LI AUTO, INC. CLASS A | -3.2% |
 |
NOVARTIS AG | -2.9% |
|
NOVO NORDISK A/S-B | -2.5% |
|
DIGITAL REALTY TRUST INC | -2.2% |
|
EAST JAPAN RAILWAY CO | -2.2% |