Securities lending has, at times, benefited TAN in another way: Juicing the dividend yield on an ETF tracking an industry not known for being home to many dividend stocks. At one point in August 2013, based on its 2012 distribution, TAN was sporting a dividend yield of 5.3%. [Solar ETF’s Holdings See Surge in Short Interest]

TAN and KWT, still among this year’s top-performing non-leveraged ETFs with gains of 25.4% and 20.3%, respectively, have recently dealt with another headwind: The realization that Yingli Green Energy (NYSE: YGE), the world’s second-largest solar manufacturer by shipments in 2014, may not be in business much longer.

Even with today’s 24.5% gain, shares of Yingli Green are off 41% over the past month. KWT allocates 0.56% to Yingli Green while the stock commands 0.89% of TAN’s weight.

Guggenheim Solar ETF

ETF Trends editorial team contributed to this post.