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   

21

Number of overlapping holdings

84.0%

% of ENFR's 24 holdings also in TOLZ

20.0%

% of TOLZ's 108 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 8.4% 6.6% 6.6%
TRANSCANADA CORP 4.9% 3.7% 3.7%
WILLIAMS COS INC 5.2% 2.8% 2.8%
ENERGY TRANSFER, L.P. 9.6% 2.8% 2.8%
ONEOK INC 5.1% 2.8% 2.8%

Position Highlights (Non-Overlapping Exposures)
ENFR Overweight Relative to TOLZ
ENERGY TRANSFER, L.P. 6.9%
ENTERPRISE PRODUCTS PARTNERS 6.2%
PLAINS GP HOLDINGS LP CLASS A 4.8%
EQUITRANS MIDSTREAM CORP. 4.4%
DT MIDSTREAM, INC. 4.3%
KEYERA CORP 4.2%
TARGA RESOURCES CORP 3.8%
ANTERO MIDSTREAM CORP. 3.5%
PEMBINA PIPELINE CORP 3.1%
MPLX LP 3.0%
ENFR Underweight Relative to TOLZ
AMERICAN TOWER CORP-CL A -5.9%
VINCI SA -5.8%
NATIONAL GRID PLC -4.4%
CROWN CASTLE INTL CORP -3.0%
SEMPRA ENERGY -2.8%
TRANSURBAN GROUP -2.4%
P G & E CORP -2.2%
EXELON CORP -2.2%
CELLNEX TELECOM S.A. -1.9%
CONSOLIDATED EDISON INC -1.9%
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