PlainIndex
Menu

ETF comparison

TAN vs XLK

Thematic vs Technology.

Invesco Solar ETF · State Street Technology Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.2 %

1 positions appear in both funds. Buying equal dollars of TAN and XLK would leave roughly 0.2% of each dollar exposed to the same underlying securities.

TAN only 99.9% Shared 0.2% XLK only 99.7%
In TAN only
29 positions
Shared
1 positions
In XLK only
73 positions

Side by side

TAN

Invesco Solar ETF

Invesco · Thematic

46 composite / 100
Expense ratio
0.70%
Net assets
$1.72B
TTM yield
0.00%
Top-10 conc.
71.2%
XLK

State Street Technology Select Sector SPDR ETF

State Street · Technology

83 composite / 100
Expense ratio
0.080%
Net assets
$123.91B
TTM yield
0.44%
Top-10 conc.
61.4%

Sub-score comparison

30
Cost
92
78
Tax efficiency
85
67
Liquidity
100
13
Concentration
27
—
Tracking quality
—
TAN sub-score XLK

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

Cost difference

XLK is 62 bps cheaper than TAN. On a $100,000 position that's about $620/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 TAN vs XLK.

Top shared holdings

1 shared in total
# Holding In TAN In XLK Overlap
1 First Solar, Inc. 6.70% 0.19% 0.19%

Only in TAN

29 total
  • Nextpower Inc. 10.49%
  • Enlight Renewable Energy Ltd. 7.42%
  • Enphase Energy, Inc. 7.06%
  • GCL-Poly Energy Holdings Ltd. 5.61%
  • Doral Group Renewable Energy Resources Ltd. 4.40%
  • Sunrun Inc. 4.34%
  • SolarEdge Technologies, Inc. 4.27%
  • HA Sustainable Infrastructure Capital, Inc. 4.16%
  • Solaria Energia y Medio Ambiente, S.A. 3.98%
  • Xinyi Solar Holdings Ltd. 3.93%

Only in XLK

73 total
  • NVIDIA Corp 15.50%
  • Apple Inc 13.63%
  • Microsoft Corp 10.05%
  • Broadcom Inc 5.37%
  • Micron Technology Inc 3.39%
  • Palantir Technologies Inc 2.98%
  • Advanced Micro Devices Inc 2.95%
  • Cisco Systems Inc 2.73%
  • Applied Materials Inc 2.42%
  • Lam Research Corp 2.38%

Open TAN or XLK at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.