Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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47
Number of overlapping holdings
48.0%
% of GLIF's 93 holdings also in NFRA
28.3%
% of NFRA's 208 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 | 6.1% | 2.6% | 2.6% |
 |
NEXTERA ENERGY GROUP | 2.8% | 2.0% | 2.0% |
 |
NATIONAL GRID PLC | 3.3% | 1.7% | 1.7% |
|
AMERICAN TOWER CORP-CL A | 3.3% | 1.6% | 1.6% |
 |
TRANSURBAN GROUP | 2.6% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
GLIF Overweight Relative to NFRA
 |
VINCI SA | 4.6% |
|
ENBRIDGE INC | 3.5% |
 |
AENA SA | 3.2% |
|
CHENIERE ENERGY INC | 2.8% |
|
ONEOK INC | 2.5% |
|
SEMPRA ENERGY | 2.4% |
|
KINDER MORGAN INC | 2.1% |
|
QUANTA SERVICES INC | 1.9% |
|
AMERICAN WATER WORKS CO INC | 1.8% |
|
IRON MOUNTAIN INC | 1.8% |
GLIF Underweight Relative to NFRA
|
CANADIAN PACIFIC RAILWAY LTD | -4.0% |
|
CANADIAN NATL RAILWAY CO | -3.3% |
|
COMCAST CORP-CL A | -3.0% |
|
VERIZON COMMUNICATIONS INC | -2.9% |
 |
DEUTSCHE POST AG-REG | -2.4% |
 |
NIPPON TELEGRAPH AND TELEPHONE CORPO | -2.3% |
|
DEUTSCHE TELEKOM AG | -2.3% |
|
AT&T INC | -2.1% |
|
SOFTBANK GROUP CORP. | -2.1% |
|
WASTE CONNECTIONS, INC. | -1.7% |