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
35%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
68%
ALSO IN FRNW
FRNW
68
HOLDINGS
40%
ALSO IN TAN
SECTOR DRIFT (TAN minus FRNW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in TAN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.3% | 4.4% | 4.4% |
|
NEXTRACKER, INC. CLASS A | 10.5% | 3.2% | 3.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.0% | 2.7% | 2.7% |
|
ENPHASE ENERGY INC | 6.7% | 2.3% | 2.3% |
|
SUNRUN INC. | 6.8% | 2.3% | 2.3% |
TAN Overweight Relative to FRNW
|
NEXTRACKER, INC. CLASS A | 7.2% |
 |
GCL POLY ENERGY HOLDINGS LTD | 6.0% |
|
FIRST SOLAR INC | 5.9% |
|
SUNRUN INC. | 4.5% |
|
ENPHASE ENERGY INC | 4.4% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.5% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.3% |
|
XINYI SOLAR HOLDINGS LTD | 2.9% |
|
ARRAY TECHNOLOGIES INC | 2.0% |
TAN Underweight Relative to FRNW
|
GE VERONA | -4.7% |
 |
VESTAS WIND SYSTEMS A/S | -4.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.1% |
|
DONG ENERGY A/S | -2.7% |
|
ORMAT TECHNOLOGIES INC | -2.6% |
 |
ACCIONA SA | -2.5% |
 |
VERBUND AG | -2.5% |
 |
NORDEX AG | -2.4% |
|
EDP RENOVAVEIS SA | -2.3% |