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
44
Number of overlapping holdings
60.3%
% of IGF's 75 holdings also in NFRA
26.5%
% of NFRA's 208 holdings also in IGF
Overlap by Weight
Sector Drift (IGF minus NFRA)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IGF |
Weight in NFRA |
Overlap | |
---|---|---|---|---|
ENBRIDGE INC | 4.2% | 2.6% | 2.6% | |
IBERDROLA SA | 2.9% | 2.3% | 2.3% | |
NEXTERA ENERGY GROUP | 5.3% | 2.0% | 2.0% | |
ENEL SPA | 2.0% | 1.7% | 1.7% | |
NATIONAL GRID PLC | 2.0% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IGF Overweight Relative to NFRA
AENA SA | 4.0% | |
TRANSURBAN GROUP | 3.3% | |
NEXTERA ENERGY GROUP | 3.3% | |
GRUPO AEROPORTUARIO PAC-ADR | 3.0% | |
GRUPO AEROPORTUARIO SUR-ADR | 2.7% | |
AUCKLAND INTL AIRPORT LTD | 2.6% | |
GROUPE EUROTUNNEL SA - REGR | 2.3% | |
ADP | 2.2% | |
CHENIERE ENERGY INC | 2.2% | |
SOUTHERN CO | 2.0% |
IGF Underweight Relative to NFRA
CANADIAN NATL RAILWAY CO | -4.3% | |
CANADIAN PACIFIC RAILWAY LTD | -4.0% | |
COMCAST CORP-CL A | -3.0% | |
VERIZON COMMUNICATIONS INC | -2.9% | |
DEUTSCHE TELEKOM AG | -2.8% | |
UNION PACIFIC CORP | -2.7% | |
DEUTSCHE POST AG-REG | -2.4% | |
WASTE CONNECTIONS, INC. | -2.4% | |
NIPPON TELEGRAPH AND TELEPHONE CORPO | -2.3% | |
AT&T INC | -2.1% |