Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
17%
ALSO IN NFRA
NFRA
212
HOLDINGS
16%
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 | 3.9% | 2.7% | 2.7% |
|
UNION PACIFIC CORP | 3.9% | 2.1% | 2.1% |
|
SOUTHERN CO | 2.6% | 1.4% | 1.4% |
|
CONSTELLATION ENERGY CORPORATION | 2.6% | 1.4% | 1.4% |
|
DUKE ENERGY CORP | 2.4% | 1.3% | 1.3% |
IFRA Overweight Relative to NFRA
|
CATERPILLAR INC | 5.0% |
|
QUANTA SERVICES INC | 4.3% |
|
COMFORT SYSTEMS USA INC | 2.7% |
|
UNITED RENTALS INC | 2.3% |
|
CSX CORP | 2.1% |
|
NUCOR CORP | 2.0% |
|
UNION PACIFIC CORP | 1.8% |
|
NORFOLK SOUTHERN CORP | 1.8% |
 |
TRANSCANADA CORP | 1.7% |
|
EMCOR GROUP INC | 1.6% |
IFRA Underweight Relative to NFRA
 |
SOFTBANK GROUP CORP. | -4.0% |
|
CANADIAN PACIFIC KANSAS CITY LTD | -3.7% |
 |
DEUTSCHE TELEKOM AG | -3.3% |
|
CANADIAN NATL RAILWAY CO | -3.0% |
|
VERIZON COMMUNICATIONS INC | -2.7% |
|
DEUTSCHE POST AG-REG | -2.7% |
|
AT&T INC | -2.4% |
 |
IBERDROLA SA | -2.3% |
|
WASTE CONNECTIONS, INC. | -2.0% |
|
ENBRIDGE INC | -1.9% |