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
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |