Undervalued? have you seen TAN

Huge disconnect here on the performance of NEW versus US Listed Solar Funds. Haven't done much digging but would be interested in others ideas?

Invesco Solar ETF is up over 100% this year - https://www.marketwatch.com/investing/fund/TAN?mod=MW_story_quote

https://www.marketwatch.com/story/after-underperforming-the-stock-market-for-years-alternative-energy-is-red-hot-2020-09-25?siteid=yhoof2&yptr=yahoo

Not sure what is the difference here vs. NEW.... would seem to be a similar portfolio

NEW paying 8.5% p.a. for corporate debt raised a bit of a red flag imho, not sure how that can be justified, our small business can go by a ute tomorrow for 3% p.a.