ETF comparison
KOMPvsTAN
Both Thematic.
State Street SPDR S&P Kensho New Economies Composite ETF · Invesco Solar ETF
Holdings overlap
12 positions appear in both funds. Buying equal dollars of KOMP and TAN would leave roughly3.3%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
KOMP is 50 bps cheaper than TAN. On a $100,000 position that's about $500/yr more in fees for TAN.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with KOMP vs TAN.
Top shared holdings
12 shared in total| # | Holding | In KOMP | In TAN | Overlap |
|---|---|---|---|---|
| 1 | Enphase Energy Inc | 0.56% | 8.75% | 0.56% |
| 2 | SolarEdge Technologies Inc | 0.44% | 6.32% | 0.44% |
| 3 | Shoals Technologies Group Inc | 0.43% | 3.39% | 0.43% |
| 4 | Enlight Renewable Energy Ltd | 0.36% | 7.58% | 0.36% |
| 5 | Sunrun Inc | 0.24% | 4.83% | 0.24% |
| 6 | First Solar Inc | 0.22% | 11.74% | 0.22% |
| 7 | Nextpower Inc | 0.22% | 9.81% | 0.22% |
| 8 | Canadian Solar Inc | 0.21% | 1.45% | 0.21% |
| 9 | Array Technologies Inc | 0.20% | 2.42% | 0.20% |
| 10 | JinkoSolar Holding Co Ltd | 0.17% | 1.29% | 0.17% |
| 11 | Daqo New Energy Corp | 0.15% | 1.40% | 0.15% |
| 12 | Clearway Energy Inc | 0.08% | 2.51% | 0.08% |
Only in KOMP
490 total- Ouster Inc1.33%
- 3D Systems Corp1.09%
- Himax Technologies Inc1.06%
- Ambarella Inc1.04%
- Twist Bioscience Corp1.01%
- Bruker Corp0.97%
- Elbit Systems Ltd0.92%
- AeroVironment Inc0.88%
- KLA Corp0.83%
- Stratasys Ltd0.76%
Only in TAN
20 total- Doral Group Renewable Energy Resources Ltd.5.09%
- O.Y. Nofar Energy Ltd.4.22%
- HA Sustainable Infrastructure Capital, Inc.3.46%
- Solaria Energia y Medio Ambiente, S.A.3.07%
- GCL-Poly Energy Holdings Ltd.3.00%
- Energix Renewable Energies Ltd.2.69%
- Grenergy Renovables S.A.2.25%
- SMA Solar Technology AG2.13%
- Xinyi Solar Holdings Ltd.2.10%
- United Renewable Energy Co., Ltd.1.39%
Open KOMP or TAN at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.