SolarCity (NasdaqGM: SCTY), the solar company co-founded by Elon Musk of Tesla (NasdaqGM: TSLA) fame, is a story stock. The shares have more than quadrupled this year.

That has helped boost the fortunes of the solar sector at large, which in turn has led to a revival of epic proportions for the two solar ETFs: The Guggenheim Solar ETF (NYSEArca: TAN) and the Market Vectors Solar ETF (NYSEArca: KWT).  [First Solar Lifts Solar ETFs]

While both ETFs rank among the top-10 non-leveraged ETFs this year and both have more than doubled, there is a significant performance gap between the two in favor of TAN. TAN was up 147% at the start of Friday’s trade. KWT was up “just” 102.6%.

A big part of the reason for that gap is SolarCIty. As in SolarCity has dwelled in TAN for most of this year. It is now the ETFS’s second-largest holding at 5.7%. [Big Differences Between Two Solar ETFs]