TAN Solar ETF (TAN)
Solar · Benchmark: Index Benchmark · Domiciled in US
VMCI-Composite holdings score
ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.
TAN Solar ETF — analysis
TAN fact sheet snapshot: $80.5B AUM, 27 bps expense, 2007-01-15 inception, Solar mandate, Index Benchmark as the comparison index. TAN Solar ETF is the legal name on the listing.
TAN's VMCI-Composite reads 59/100, derived from the top-10 holdings' individual scores on ValueMarkers' five-pillar framework. Mid-table composite quality versus the typical solar ETF in our coverage.
TAN's 5y annualized total return is 12.4%. That is 1.4 pp above the 11.0% benchmark line, with a 3y CAGR of 12.4% on the same series.
On the income line, TAN pays 0.90% and has grown the distribution at 2.4% annualized for five years. The forward question is whether the underlying earnings stream supports continued distribution growth at that pace.
TAN holdings concentration: 30% of the portfolio sits in the top 10 names, anchored by AAPL at 3.53%. Technology is the largest sector at 33% of allocation.
Three comparable ETFs to consider alongside TAN: SPY, VOO, VTI. Each tracks the same broad category (Solar) but differs on issuer, expense ratio, and methodology, so the practical question is fee plus tracking quality plus distribution shape.
Top 25 holdings
| # | Ticker | Weight | VMCI |
|---|---|---|---|
| 1 | AAPL | 3.53% | 49 |
| 2 | MSFT | 3.45% | 77 |
| 3 | NVDA | 3.20% | 46 |
| 4 | AMZN | 3.16% | 53 |
| 5 | GOOGL | 2.91% | 89 |
| 6 | META | 2.87% | 40 |
| 7 | BRK-B | 2.78% | 61 |
| 8 | TSLA | 2.70% | 69 |
| 9 | V | 2.57% | 41 |
| 10 | JPM | 2.45% | 60 |
| 11 | UNH | 2.33% | 66 |
| 12 | XOM | 2.20% | 53 |
| 13 | JNJ | 2.08% | 45 |
| 14 | PG | 1.95% | 64 |
| 15 | MA | 1.70% | 87 |
| 16 | HD | 1.50% | 45 |
| 17 | MRK | 1.33% | 79 |
| 18 | AVGO | 1.33% | 52 |
| 19 | PEP | 1.12% | 88 |
| 20 | COST | 1.12% | 80 |
| 21 | KO | 0.91% | 79 |
| 22 | WMT | 0.87% | 67 |
| 23 | BAC | 0.79% | 47 |
| 24 | CVX | 0.71% | 40 |
| 25 | ADBE | 0.46% | 59 |
Performance & income
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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.