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

TAN and XMMO share 2.2% of their weight across 1 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.

TAN and XMMO

2.2%

1 shared positions

TAN

Invesco Solar ETF

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

Top 10: 65.2%·Holdings of TAN

XMMO

Invesco S&P MidCap Momentum ETF

Reported positions cover 100% of the fund, 76 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of XMMO

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

XMMO vs TAN side by side

TANInvesco Solar ETF

31

stock positions reported to the SEC

90.2% of its weight is in 30 names XMMO does not hold

XMMOInvesco S&P MidCap Momentum ETF

76

stock positions reported to the SEC

97.4% of its weight is in 75 names TAN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
51.4%
34.1%
Basic Materials
0.0%
13.3%
Industrials
0.0%
12.9%
Utilities
11.1%
0.0%
Real Estate
3.5%
8.7%
Healthcare
0.0%
8.2%

The widest gap is Technology: TAN has 17.3 points more of it.

The figures side by side

TANXMMO
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported3176
Weight of the ten largest65.2%27.9%
Largest positionFSLR 11.7%CW 3.9%
Held alone30 positions, 90.2%75 positions, 97.4%
Covered by stock positions100%100%

Holdings they share

StockIn TANIn XMMOCounted
NXTNextpower Inc.9.81%2.21%2.21%

What each holds alone

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

Only in TAN

FSLRFirst Solar, Inc.11.74%
ENPHEnphase Energy, Inc.8.75%
ENLTEnlight Renewable Energy Ltd.7.58%
SEDGSolarEdge Technologies, Inc.6.32%
DORAL GROUP RENEWABLE ENERGY RESOURCES LTD.5.09%
RUNSunrun Inc.4.83%
O.Y. NOFAR ENERGY LTD.4.22%
HASIHA Sustainable Infrastructure Capital, Inc.3.46%
SHLSShoals Technologies Group, Inc.3.39%
SOLARIA ENERGIA Y MEDIO AMBIENTE, S.A.3.07%

Only in XMMO

CWCurtiss-Wright Corp.3.91%
FTITechnipFMC PLC3.60%
FNFabrinet2.86%
ATIATI Inc.2.63%
TTMITTM Technologies, Inc.2.61%
RGLDRoyal Gold, Inc.2.60%
WWDWoodward, Inc.2.58%
FLEX LTD.2.56%
NVENT ELECTRIC PLC2.32%
MTZMasTec, Inc.2.26%

Questions people ask

Is TAN the same as XMMO?

2.2% of their weight sits in the same 1 holdings. TAN also reports FSLR, ENPH, ENLT, which the other does not. XMMO also reports CW, FTI, FN, which the other does not.

How is the overlap between TAN and XMMO measured?

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

Which holds more, XMMO or TAN?

TAN reports 31 stock positions and XMMO reports 76. 90.2% of TAN's weight sits in names XMMO does not hold, and 97.4% of XMMO's weight in names TAN does not hold. The ten largest positions are 65.2% of TAN and 27.9% of XMMO.

How do TAN and XMMO differ by sector?

The widest gap is Technology: TAN has 17.3 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.

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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.