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
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
FIRST SOLAR INC 10.3% 6.2% 6.2%
ENPHASE ENERGY INC 6.7% 5.9% 5.9%
NEXTRACKER, INC. CLASS A 10.5% 5.5% 5.5%
HANNON ARMSTRONG SUSTAINABLE 4.0% 4.5% 4.0%
SUNRUN INC. 6.8% 3.7% 3.7%
TAN Overweight Relative to ACES
GCL POLY ENERGY HOLDINGS LTD 6.0%
SOLAREDGE TECHNOLOGIES, INC. 5.0%
NEXTRACKER, INC. CLASS A 5.0%
XINYI SOLAR HOLDINGS LTD 4.5%
FIRST SOLAR INC 4.1%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
SOLARIA ENERGIA Y MEDIO AMBI 3.3%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
SUNRUN INC. 3.1%
JINKOSOLAR HOLDING CO-ADR 2.4%
TAN Underweight Relative to ACES
ORMAT TECHNOLOGIES INC -5.4%
PLUG POWER INC -5.4%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
RIVIAN AUTOMOTIVE INC-A -4.5%
NORTHLAND POWER INC -4.4%
TESLA MOTORS INC -4.2%
ALBEMARLE CORP -4.0%
ITRON INC -3.7%
BORALEX INC -CL 'A' -3.2%
EOS ENERGY ENTERPRISES, INC. CLASS A -2.9%
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