Fund Overlap

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


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OVERLAP
32%

OVERLAP
BY WEIGHT
19

# OF OVERLAPPING
HOLDINGS
TAN
47
HOLDINGS
59%
ALSO IN FRNW
FRNW
68
HOLDINGS
40%
ALSO IN TAN
SECTOR DRIFT (TAN minus FRNW)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in FRNW
Overlap
FIRST SOLAR INC 9.5% 4.0% 4.0%
NEXTRACKER, INC. CLASS A 10.9% 3.5% 3.5%
ENLIGHT RENEWABLE ENERGY LTD 8.9% 3.3% 3.3%
CLEARWAY ENERGY, INC. CLASS C 4.4% 2.4% 2.4%
ENPHASE ENERGY INC 5.9% 1.8% 1.8%
TAN Overweight Relative to FRNW
NEXTRACKER, INC. CLASS A 7.4%
ENLIGHT RENEWABLE ENERGY LTD 5.6%
FIRST SOLAR INC 5.5%
HANNON ARMSTRONG SUSTAINABLE 5.3%
DORAL GROUP RENEWABLE ENERGY RESOURC 5.3%
ENPHASE ENERGY INC 4.1%
GCL POLY ENERGY HOLDINGS LTD 3.9%
SUNRUN INC. 2.3%
ENERGIX-RENEWABLE ENERGIES LTD. 2.3%
NEO SOLAR POWER CORP 2.2%
TAN Underweight Relative to FRNW
GE VERONA -4.5%
VESTAS WIND SYSTEMS A/S -4.3%
EDP-ENERGIAS DE PORTUGAL SA -4.3%
BLOOM ENERGY CORPORATION CLASS A -3.9%
ORSTED -3.3%
VERBUND AG -3.2%
NORDEX AG -2.8%
ACCIONA SA -2.7%
NORTHLAND POWER INC -2.5%
ORMAT TECHNOLOGIES INC -2.4%
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