Fund Overlap

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


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45

Number of overlapping holdings

44.1%

% of GLIF's 101 holdings also in NFRA

26.5%

% of NFRA's 173 holdings also in GLIF

Overlap by Weight
Sector Drift (GLIF minus NFRA)
Overlapping Holdings

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Company Weight
in GLIF
Weight
in NFRA
Overlap
ENBRIDGE INC 5.9% 2.6% 2.6%
NEXTERA ENERGY GROUP 2.0% 2.1% 2.0%
NATIONAL GRID PLC 2.9% 1.8% 1.8%
AMERICAN TOWER CORP-CL A 2.6% 1.7% 1.7%
TRANSURBAN GROUP 2.3% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
GLIF Overweight Relative to NFRA
VINCI SA 4.6%
CHENIERE ENERGY INC 3.3%
ENBRIDGE INC 3.3%
ONEOK INC 2.7%
KINDER MORGAN INC 2.5%
AENA SA 2.4%
AMERICAN WATER WORKS CO INC 2.0%
MICROSOFT CORP 1.5%
QUANTA SERVICES INC 1.3%
WILLIAMS COS INC 1.3%
GLIF Underweight Relative to NFRA
CANADIAN NATL RAILWAY CO -3.3%
COMCAST CORP-CL A -3.2%
CANADIAN PACIFIC RAILWAY LTD -3.0%
VERIZON COMMUNICATIONS INC -2.9%
IBERDROLA SA -2.6%
DEUTSCHE POST AG-REG -2.6%
UNION PACIFIC CORP -2.5%
DEUTSCHE TELEKOM AG -2.4%
NIPPON TELEGRAPH AND TELEPHONE CORPO -2.3%
AT&T INC -2.1%
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