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
TAN
47
HOLDINGS
28%
ALSO IN PBW
PBW
75
HOLDINGS
15%
ALSO IN TAN
SECTOR DRIFT (TAN minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 10.9% | 2.0% | 2.0% |
|
FIRST SOLAR INC | 9.5% | 1.8% | 1.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.8% | 1.5% | 1.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.8% | 1.5% | 1.5% |
|
SUNRUN INC. | 3.9% | 1.4% | 1.4% |
TAN Overweight Relative to PBW
|
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% |
TAN Underweight Relative to PBW
|
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% |