Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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43
Number of overlapping holdings
45.7%
% of GLIF's 96 holdings also in TOLZ
37.7%
% of TOLZ's 115 holdings also in GLIF
Overlap by Weight
Sector Drift (GLIF minus TOLZ)
Overlapping Holdings
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| Company | Weight in GLIF |
Weight in TOLZ |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 7.6% | 7.3% | 7.3% |
 |
AMERICAN TOWER CORP-CL A | 6.5% | 6.5% | 6.5% |
|
CROWN CASTLE INTL CORP | 3.2% | 3.8% | 3.2% |
 |
NATIONAL GRID PLC | 2.9% | 4.3% | 2.9% |
 |
VINCI SA | 2.9% | 5.0% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
GLIF Overweight Relative to TOLZ
|
ONEOK INC | 2.6% |
|
KINDER MORGAN INC | 2.5% |
|
NEXTERA ENERGY GROUP | 1.2% |
|
SSE PLC | 1.0% |
 |
AURIZON HOLDINGS LTD | 1.0% |
 |
DEUTSCHE TELEKOM AG | 0.9% |
 |
GRUPO AEROPORTUARIO SUR-ADR | 0.9% |
|
ORIGIN ENERGY LIMITED | 0.9% |
 |
ENAGAS | 0.9% |
|
CANADIAN UTILITIES LTD A | 0.9% |
GLIF Underweight Relative to TOLZ
|
ENTERPRISE PRODUCTS PARTNERS | -2.3% |
|
VINCI SA | -2.1% |
|
CHENIERE ENERGY INC | -1.8% |
|
TRANSCANADA CORP | -1.7% |
|
CELLNEX TELECOM S.A. | -1.6% |
|
ENERGY TRANSFER, L.P. | -1.5% |
|
NATIONAL GRID PLC | -1.4% |
|
PEMBINA PIPELINE CORP | -1.4% |
|
GRUPO FERROVIAL | -1.2% |
|
P G & E CORP | -1.2% |