Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
13%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PBW
75
HOLDINGS
15%
ALSO IN TAN
TAN
47
HOLDINGS
28%
ALSO IN PBW
SECTOR DRIFT (PBW minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 2.0% | 10.9% | 2.0% |
|
FIRST SOLAR INC | 1.8% | 9.5% | 1.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.5% | 2.8% | 1.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.5% | 3.8% | 1.5% |
|
SUNRUN INC. | 1.4% | 3.9% | 1.4% |
PBW Overweight Relative to TAN
|
ORMAT TECHNOLOGIES INC | 1.9% |
|
TESLA MOTORS INC | 1.8% |
|
UNIVERSAL DISPLAY CORP | 1.8% |
|
ENOVIX CORPORATION | 1.8% |
|
ITRON INC | 1.7% |
 |
BROOKFIELD RENEWABLE CORP | 1.7% |
|
BEL FUSE INC-CL B | 1.7% |
|
QUANTA SERVICES INC | 1.6% |
|
MYR GROUP INC/DELAWARE | 1.6% |
|
LIFEZONE HOLDINGS LTD | 1.6% |
PBW Underweight Relative to TAN
|
NEXTRACKER, INC. CLASS A | -8.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -8.9% |
|
FIRST SOLAR INC | -7.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.3% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | -5.3% |
|
ENPHASE ENERGY INC | -4.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.4% |
 |
GCL POLY ENERGY HOLDINGS LTD | -3.9% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.3% |
|
XINYI SOLAR HOLDINGS LTD | -2.8% |