Fund Overlap

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


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OVERLAP
33%

OVERLAP
BY WEIGHT
8

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
29%
ALSO IN ACES
ACES
34
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in ACES
Overlap
ENPHASE ENERGY INC 6.7% 7.4% 6.7%
NEXTRACKER, INC. CLASS A 10.5% 6.2% 6.2%
SUNRUN INC. 6.8% 5.1% 5.1%
HANNON ARMSTRONG SUSTAINABLE 4.0% 5.0% 4.0%
FIRST SOLAR INC 10.3% 3.9% 3.9%
TAN Overweight Relative to ACES
FIRST SOLAR INC 6.4%
GCL POLY ENERGY HOLDINGS LTD 6.0%
SOLAREDGE TECHNOLOGIES, INC. 5.0%
XINYI SOLAR HOLDINGS LTD 4.5%
NEXTRACKER, INC. CLASS A 4.3%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
SOLARIA ENERGIA Y MEDIO AMBI 3.3%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
JINKOSOLAR HOLDING CO-ADR 2.4%
CANADIAN SOLAR INC 2.2%
TAN Underweight Relative to ACES
ALBEMARLE CORP -6.0%
ORMAT TECHNOLOGIES INC -5.1%
BROOKFIELD RENEWABLE PARTNERS LP -5.0%
ITRON INC -4.9%
NORTHLAND POWER INC -4.4%
TESLA MOTORS INC -4.2%
RIVIAN AUTOMOTIVE INC-A -3.8%
EOS ENERGY ENTERPRISES, INC. CLASS A -3.8%
PLUG POWER INC -3.4%
ANDERSONS INC/THE -2.6%
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