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
OVERLAP
20%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
17%
ALSO IN NFRA
NFRA
209
HOLDINGS
17%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus NFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in IFRA |
Weight in NFRA |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 4.1% | 2.5% | 2.5% |
|
UNION PACIFIC CORP | 4.4% | 2.1% | 2.1% |
|
SOUTHERN CO | 3.0% | 1.4% | 1.4% |
|
DUKE ENERGY CORP | 2.7% | 1.3% | 1.3% |
|
CONSTELLATION ENERGY CORPORATION | 2.4% | 1.3% | 1.3% |
IFRA Overweight Relative to NFRA
|
CATERPILLAR INC | 3.8% |
|
QUANTA SERVICES INC | 3.4% |
|
UNITED RENTALS INC | 2.3% |
|
UNION PACIFIC CORP | 2.3% |
|
CSX CORP | 2.2% |
|
COMFORT SYSTEMS USA INC | 2.1% |
 |
TRANSCANADA CORP | 1.9% |
|
NUCOR CORP | 1.9% |
|
NORFOLK SOUTHERN CORP | 1.8% |
|
NEXTERA ENERGY GROUP | 1.6% |
IFRA Underweight Relative to NFRA
 |
SOFTBANK GROUP CORP. | -5.2% |
|
CANADIAN PACIFIC KANSAS CITY LTD | -3.7% |
 |
DEUTSCHE TELEKOM AG | -3.2% |
|
CANADIAN NATL RAILWAY CO | -3.1% |
|
VERIZON COMMUNICATIONS INC | -2.6% |
 |
IBERDROLA SA | -2.4% |
|
AT&T INC | -2.1% |
|
ENBRIDGE INC | -1.9% |
|
WASTE CONNECTIONS, INC. | -1.9% |
 |
BHARTI AIRTEL LIMITED | -1.7% |