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ETF comparison

KOMP vs TAN

Both Thematic.

State Street SPDR S&P Kensho New Economies Composite ETF · Invesco Solar ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.3 %

12 positions appear in both funds. Buying equal dollars of KOMP and TAN would leave roughly 3.3% of each dollar exposed to the same underlying securities.

KOMP unmatched 96.6% Shared 3.3% TAN unmatched 96.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In KOMP only
489 positions
Shared
12 positions
In TAN only
20 positions

Side by side

KOMP

State Street SPDR S&P Kensho New Economies Composite ETF

State Street · Thematic

81 composite / 100
Expense ratio
0.20%
Net assets
$2.63B
TTM yield
1.63%
Top-10 conc.
9.9%
TAN

Invesco Solar ETF

Invesco · Thematic

44 composite / 100
Expense ratio
0.70%
Net assets
$899.6M
TTM yield
0.00%
Top-10 conc.
65.2%

Sub-score comparison

80
Cost
30
75
Tax efficiency
78
75
Liquidity
55
100
Concentration
21
—
Tracking quality
—
KOMP sub-score TAN

Tracking quality isn't part of the composite — see what we don't score for 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 the cost 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

489 total
  • Ouster Inc 1.33%
  • 3D Systems Corp 1.09%
  • Himax Technologies Inc 1.06%
  • Ambarella Inc 1.04%
  • Twist Bioscience Corp 1.01%
  • Bruker Corp 0.97%
  • Elbit Systems Ltd 0.92%
  • AeroVironment Inc 0.88%
  • KLA Corp 0.83%
  • Stratasys Ltd 0.76%

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 AG 2.13%
  • Xinyi Solar Holdings Ltd. 2.10%
  • United Renewable Energy Co., Ltd. 1.39%

Percentages are holdings overlap with the named fund.

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 methodology and 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.