Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

23

Number of overlapping holdings

79.3%

% of ENFR's 30 holdings also in TOLZ

20.2%

% of TOLZ's 116 holdings also in ENFR

Overlap by Weight
Sector Drift (ENFR minus TOLZ)
Overlapping Holdings

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Company Weight
in ENFR
Weight
in TOLZ
Overlap
ENBRIDGE INC 10.0% 7.5% 7.5%
TRANSCANADA CORP 6.3% 4.4% 4.4%
CHENIERE ENERGY INC 5.7% 2.7% 2.7%
WILLIAMS COS INC 5.2% 2.6% 2.6%
KINDER MORGAN INC 5.1% 2.3% 2.3%

Position Highlights (Non-Overlapping Exposures)
ENFR Overweight Relative to TOLZ
ENTERPRISE PRODUCTS PARTNERS 5.6%
PLAINS GP HOLDINGS LP CLASS A 5.1%
ENERGY TRANSFER, L.P. 5.1%
DT MIDSTREAM, INC. 4.8%
TARGA RESOURCES CORP 4.1%
KEYERA CORP 3.6%
ONEOK INC 3.4%
PEMBINA PIPELINE CORP 3.3%
ENLINK MIDSTREAM LLC 3.1%
EQUITRANS MIDSTREAM CORP. 3.1%
ENFR Underweight Relative to TOLZ
AMERICAN TOWER CORP-CL A -6.4%
VINCI SA -4.8%
NATIONAL GRID PLC -4.2%
CROWN CASTLE INTL CORP -3.8%
SEMPRA ENERGY -3.2%
TRANSURBAN GROUP -2.6%
CONSOLIDATED EDISON INC -2.2%
SBA COMMUNICATIONS CORP. CLASS A -2.0%
EVERSOURCE ENERGY -1.8%
CELLNEX TELECOM S.A. -1.8%
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