GRID vs TAN: holdings overlap, shared companies and scores
As of September 11, 2026, GRID and TAN overlap 0.9% by weight. First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID): Global smart grid infrastructure. Invesco Solar ETF (TAN): Global solar energy companies.
Updated September 11, 2026
How much do GRID and TAN overlap?
As of September 11, 2026, GRID and TAN overlap 0.9% by weight.
1% of GRID is already inside TAN.
14% of TAN is already inside GRID.
GRID holds 117 companies and TAN holds 35; 3 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score GRID and TAN?
As of September 11, 2026, ETF Copilot scores GRID 4.9 out of 10 and TAN 4.0 out of 10.
They differ most on Return: GRID 8.7 and TAN 1.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | GRID | TAN |
|---|---|---|
| Growth | 5.8 | 8.6 |
| Valuation | 1.2 | 5.4 |
| Risk | 4.5 | 0.2 |
| Quality | 2.3 | 2.4 |
| Return | 8.7 | 1.9 |
GRID is the cheaper of the two at 0.56% a year
As of September 11, 2026, GRID charges 0.56% a year, yields 1.60% and holds $12.1B in assets across 117 positions.
As of September 11, 2026, TAN charges 0.70% a year, yields 0.66% and holds $1.0B in assets across 35 positions.
| Measure | GRID | TAN |
|---|---|---|
| Expense ratio | 0.56% | 0.70% |
| Dividend yield | 1.60% | 0.66% |
| Assets under management | $12.1B | $1.0B |
| Holdings | 117 | 35 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where GRID and TAN trade against their own history
GRID trades at 29.6 times earnings, against its own median of 23.0, and is more expensive than 93% of its own 114 monthly readings since 2017.
TAN trades at 21.6 times earnings, against its own median of 16.6, and is more expensive than 76% of its own 114 monthly readings since 2017.
What moved GRID and TAN this week
GRID rose 1.8% in the week to September 11, 2026. The holdings that moved it most were Eaton (+7.1%), Quanta Services (+4.9%) and Johnson Controls (+2.7%); Nvidia (−4.4%) pushed the other way.
TAN fell 1.2% in the week to September 11, 2026. The holdings that moved it most were Doral Group Renewable Energy Resou (−11.4%), Enlight Renewable Energy (−4.2%) and Hannon Armstrong Sustainable (−6.2%); Solaria Energia y Medio Ambi (+10.8%) pushed the other way.
What do GRID and TAN each hold?
What's inside GRID: Tech 11%, Memory 6%.
59% of GRID is its ten largest holdings.
What's inside TAN: Tech 11%, Semiconductors 2%.
57% of TAN is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “GRID vs TAN holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/grid-vs-tan
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