ETF comparison
TAN vs VGT
Thematic vs Technology.
Invesco Solar ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
3 positions appear in both funds. Buying equal dollars of TAN and VGT would leave roughly 0.3% 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
VGT is 61 bps cheaper than TAN. On a $100,000 position that's about $610/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 VGT.
Top shared holdings
3 shared in total| # | Holding | In TAN | In VGT | Overlap |
|---|---|---|---|---|
| 1 | First Solar, Inc. | 6.70% | 0.17% | 0.17% |
| 2 | Enphase Energy, Inc. | 7.06% | 0.11% | 0.11% |
| 3 | SolarEdge Technologies, Inc. | 4.27% | 0.04% | 0.04% |
Only in TAN
27 total- Nextpower Inc. 10.49%
- Enlight Renewable Energy Ltd. 7.42%
- GCL-Poly Energy Holdings Ltd. 5.61%
- Doral Group Renewable Energy Resources Ltd. 4.40%
- Sunrun Inc. 4.34%
- 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%
Only in VGT
316 total- NVIDIA Corp 17.27%
- Apple Inc 15.06%
- Microsoft Corp 10.30%
- Broadcom Inc 4.31%
- Micron Technology Inc 2.41%
- Advanced Micro Devices Inc 1.65%
- Cisco Systems Inc 1.63%
- Applied Materials Inc 1.59%
- Lam Research Corp 1.57%
- Palantir Technologies Inc 1.57%
Open TAN or VGT 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.