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Data as of . Every figure is the themes desk's own, on published data.

TAN vs XSD

Invesco Solar ETF and State Street(R) SPDR(R) S&P(R) Semiconductor ETF, side by side on the themes desk.

2% of the two portfolios are the same securities at the same weight.

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TAN and XSD on the themes desk fields, as of Sep 4, 2026. Source: ETFIQ.
TAN
Invesco Solar ETF
XSD
State Street(R) SPDR(R) S&P(R) Semiconductor ETF
IssuerInvescoState Street
ThemeClean energySemiconductors
In the S&P 50011.7%33.4%
Active share vs the S&P 500100.0%89.4%
In the Nasdaq-1000.0%27.5%
Holdings3147
Top ten, share of the fund65.2%29.0%
Expense ratio0.70%0.35%
Fee for the differing part0.70%0.39%
Total return, 1 year+14.3%+71.8%
vs the S&P 500−5.6 pts+51.8 pts
vs the Nasdaq-100−11.3 pts+46.2 pts
Below its high−60.4%−24.3%

TAN in plain words

By weight, 12% of TAN's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 65% of the fund across 31 positions, as filed for May 31, 2026. Over the year to Sep 4, 2026 the fund returned +14.3% with distributions reinvested against +20.0% for the S&P 500, so a holder was behind by 5.6 pts. It sits 60.4% below its all-time high of Feb 9, 2021.

XSD in plain words

By weight, 33% of XSD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 89%. The top ten holdings are 29% of the fund across 47 positions, as filed for Jun 30, 2026. Over the year to Sep 4, 2026 the fund returned +71.8% with distributions reinvested against +20.0% for the S&P 500, so a holder was ahead by 51.8 pts. It sits 24.3% below its all-time high of Jun 3, 2026.

Questions people ask

Do TAN and XSD hold the same stocks?
By their latest filings, 2% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, TAN or XSD?
TAN has 12% of its weight in S&P 500 names and XSD has 33%, so TAN differs more from the index.
Which is cheaper, TAN or XSD?
TAN charges 0.70% a year and XSD charges 0.35%, so XSD is cheaper. Fees come from each fund's prospectus.

Other comparisons

Cite this page. ETFIQ, TAN against XSD, data as of Sep 4, 2026. https://etfiq.com/compare/themes/TAN-XSD.html Free to use with attribution; the underlying files are at Open data.

ETFIQ is an independent publisher of exchange-traded fund data. It is not a fund issuer, broker-dealer or investment adviser, and it makes no recommendations; every figure here is stated arithmetic on published data. Standards and sources