Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
23%

OVERLAP
BY WEIGHT
8

# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
27%
ALSO IN VCLN
VCLN
48
HOLDINGS
20%
ALSO IN TAN
SECTOR DRIFT (TAN minus VCLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in VCLN
Overlap
FIRST SOLAR INC 12.1% 6.8% 6.8%
NEXTRACKER, INC. CLASS A 9.7% 5.5% 5.5%
ENPHASE ENERGY INC 8.2% 3.5% 3.5%
CLEARWAY ENERGY, INC. CLASS C 2.8% 3.4% 2.8%
SOLAREDGE TECHNOLOGIES, INC. 5.9% 1.5% 1.5%
TAN Overweight Relative to VCLN
ENLIGHT RENEWABLE ENERGY LTD 7.3%
FIRST SOLAR INC 5.3%
SUNRUN INC. 4.8%
ENPHASE ENERGY INC 4.7%
SOLAREDGE TECHNOLOGIES, INC. 4.3%
NEXTRACKER, INC. CLASS A 4.1%
HANNON ARMSTRONG SUSTAINABLE 4.0%
DORAL GROUP RENEWABLE ENERGY RESOURC 3.8%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 3.5%
GCL POLY ENERGY HOLDINGS LTD 3.1%
TAN Underweight Relative to VCLN
BLOOM ENERGY CORPORATION CLASS A -9.7%
CHINA YANGTZE POWER CO LTD-A -6.5%
IBERDROLA SA -4.0%
VESTAS WIND SYSTEMS A/S -3.8%
EDP-ENERGIAS DE PORTUGAL SA -3.4%
PRYSMIAN SPA -3.0%
FORTUM OYJ -2.9%
CERES POWER HOLDINGS PLC -2.7%
INFINEON TECHNOLOGIES AG -2.6%
AXIA ENERGIA -2.4%
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