ETF comparison
KOMP vs TAN
Both Thematic.
State Street SPDR S&P Kensho New Economies Composite ETF · Invesco Solar ETF
Holdings overlap
11 positions appear in both funds. Buying equal dollars of KOMP and TAN would leave roughly 3.1% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
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
11 shared in total| # | Holding | In KOMP | In TAN | Overlap |
|---|---|---|---|---|
| 1 | SolarEdge Technologies Inc | 0.53% | 4.27% | 0.53% |
| 2 | Shoals Technologies Group Inc | 0.42% | 1.84% | 0.42% |
| 3 | ReNew Energy Global PLC | 0.39% | 1.09% | 0.39% |
| 4 | Enphase Energy Inc | 0.39% | 7.06% | 0.39% |
| 5 | Nextpower Inc | 0.33% | 10.49% | 0.33% |
| 6 | JinkoSolar Holding Co Ltd | 0.21% | 1.97% | 0.21% |
| 7 | Array Technologies Inc | 0.20% | 2.24% | 0.20% |
| 8 | First Solar Inc | 0.19% | 6.70% | 0.19% |
| 9 | Sunrun Inc | 0.19% | 4.34% | 0.19% |
| 10 | Daqo New Energy Corp | 0.14% | 2.44% | 0.14% |
| 11 | Canadian Solar Inc | 0.14% | 2.09% | 0.14% |
Only in KOMP
470 total- Elbit Systems Ltd 1.99%
- Teledyne Technologies Inc 1.19%
- AeroVironment Inc 0.94%
- Lockheed Martin Corp 0.89%
- Parsons Corp 0.87%
- Oceaneering International Inc 0.79%
- Bruker Corp 0.77%
- Ormat Technologies Inc 0.76%
- Ondas Inc 0.74%
- ON Semiconductor Corp 0.73%
Only in TAN
19 total- Enlight Renewable Energy Ltd. 7.42%
- GCL-Poly Energy Holdings Ltd. 5.61%
- Doral Group Renewable Energy Resources Ltd. 4.40%
- HA Sustainable Infrastructure Capital, Inc. 4.16%
- Solaria Energia y Medio Ambiente, S.A. 3.98%
- Xinyi Solar Holdings Ltd. 3.93%
- Clearway Energy, Inc. 3.49%
- United Renewable Energy Co., Ltd. 3.19%
- O.Y. Nofar Energy Ltd. 3.06%
- Grenergy Renovables S.A. 2.87%
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.