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
41
Number of overlapping holdings
56.9%
% of IGF's 75 holdings also in NFRA
25.0%
% of NFRA's 207 holdings also in IGF
Overlap by Weight
Sector Drift (IGF minus NFRA)
Overlapping Holdings
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| Company | Weight in IGF |
Weight in NFRA |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 3.9% | 2.5% | 2.5% |
 |
IBERDROLA SA | 3.4% | 2.4% | 2.4% |
 |
NEXTERA ENERGY GROUP | 4.5% | 2.2% | 2.2% |
 |
NATIONAL GRID PLC | 2.3% | 1.7% | 1.7% |
 |
ENEL SPA | 2.1% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IGF Overweight Relative to NFRA
|
AENA SA | 4.2% |
 |
TRANSURBAN GROUP | 3.9% |
 |
GRUPO AEROPORTUARIO PAC-ADR | 3.6% |
 |
AUCKLAND INTL AIRPORT LTD | 3.2% |
 |
GROUPE EUROTUNNEL SA - REGR | 2.3% |
|
GRUPO AEROPORTUARIO SUR-ADR | 2.3% |
|
NEXTERA ENERGY GROUP | 2.3% |
|
CHENIERE ENERGY INC | 2.1% |
|
ADP | 1.9% |
 |
FLUGHAFEN ZURICH AG | 1.9% |
IGF Underweight Relative to NFRA
 |
DEUTSCHE TELEKOM AG | -4.4% |
|
CANADIAN PACIFIC KANSAS CITY LTD | -4.1% |
|
CANADIAN NATL RAILWAY CO | -3.3% |
|
AT&T INC | -2.9% |
|
VERIZON COMMUNICATIONS INC | -2.9% |
|
WASTE CONNECTIONS, INC. | -2.7% |
|
DEUTSCHE POST AG-REG | -2.6% |
|
UNION PACIFIC CORP | -2.3% |
|
COMCAST CORP-CL A | -2.2% |
|
T-MOBILE US, INC. | -2.0% |