IJR vs TAN overlap - what they share and where they differ

IJR and TAN share 1.2% of their weight across 5 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IJR and TAN

1.2%

5 shared positions

IJR

iShares Core S&P Small-Cap ETF

Reported positions cover 98% of the fund, 598 positions · Jun 30, 2026

Top 10: 5.8%·Holdings of IJR

TAN

Invesco Solar ETF

Reported positions cover 100% of the fund, 31 positions · May 31, 2026

Top 10: 65.2%·Holdings of TAN

Reported positions cover IJR 98%, TAN 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

TAN vs IJR side by side

IJRiShares Core S&P Small-Cap ETF

598

stock positions reported to the SEC

96.3% of its weight is in 593 names TAN does not hold

TANInvesco Solar ETF

31

stock positions reported to the SEC

74.1% of its weight is in 26 names IJR does not hold

Where each fund's weight sits

IJR
TAN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
19.3%
51.4%
Financial Services
14.8%
0.0%
Healthcare
13.2%
0.0%
Consumer Cyclical
11.6%
0.0%
Utilities
0.0%
11.1%
Industrials
10.4%
0.0%

The widest gap is Technology: TAN has 32.1 points more of it.

The figures side by side

IJRTAN
Filing dateJun 30, 2026May 31, 2026
Stock positions reported59831
Weight of the ten largest5.8%65.2%
Largest positionFORM 0.7%FSLR 11.7%
Held alone593 positions, 96.3%26 positions, 74.1%
Covered by stock positions98%100%

Holdings they share

StockIn IJRIn TANCounted
ENPHENPHASE ENERGY INC0.35%8.75%0.35%
HASIHA SUSTAINABLE INFRASTRUCTURE CAPITAL INC0.27%3.46%0.27%
CWENCLEARWAY ENERGY INC0.22%2.51%0.22%
SEDGSOLAREDGE TECHNOLOGIES INC0.19%6.32%0.19%
RUNSUNRUN INC0.17%4.83%0.17%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IJR

FORMFORMFACTOR INC0.67%
VSATVIASAT INC0.66%
MOHMOLINA HEALTHCARE INC0.64%
AGXARGAN INC0.60%
BTSGBRIGHTSPRING HEALTH SERVICES INC0.60%
ESIELEMENT SOLUTIONS INC0.59%
MXLMAXLINEAR INC0.58%
KRYSKRYSTAL BIOTECH INC0.53%
ESEESCO TECHNOLOGIES INC0.49%
MTCHMATCH GROUP INC0.48%

Only in TAN

FSLRFirst Solar, Inc.11.74%
NXTNextpower Inc.9.81%
ENLTEnlight Renewable Energy Ltd.7.58%
DORAL GROUP RENEWABLE ENERGY RESOURCES LTD.5.09%
O.Y. NOFAR ENERGY LTD.4.22%
SHLSShoals Technologies Group, Inc.3.39%
SOLARIA ENERGIA Y MEDIO AMBIENTE, S.A.3.07%
GCL-POLY ENERGY HOLDINGS LTD.3.00%
ENERGIX RENEWABLE ENERGIES LTD.2.69%
ARRYArray Technologies, Inc.2.42%

Questions people ask

Is IJR the same as TAN?

1.2% of their weight sits in the same 5 holdings. IJR also reports FORM, VSAT, MOH, which the other does not. TAN also reports FSLR, NXT, ENLT, which the other does not.

How is the overlap between IJR and TAN measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of IJR and 100% of TAN, so the number cannot exceed the smaller coverage.

Which holds more, TAN or IJR?

IJR reports 598 stock positions and TAN reports 31. 96.3% of IJR's weight sits in names TAN does not hold, and 74.1% of TAN's weight in names IJR does not hold. The ten largest positions are 5.8% of IJR and 65.2% of TAN.

How do IJR and TAN differ by sector?

The widest gap is Technology: TAN has 32.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

IJR against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.