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 76 holdings also in TOLZ
38.7%
% of TOLZ's 110 holdings also in IGF
Overlap by Weight
Sector Drift (IGF minus TOLZ)
Overlapping Holdings
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| Company | Weight in IGF |
Weight in TOLZ |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 4.4% | 6.5% | 4.4% |
 |
WILLIAMS COS INC | 3.3% | 3.0% | 3.0% |
|
ONEOK INC | 3.1% | 2.8% | 2.8% |
|
KINDER MORGAN INC | 2.5% | 2.4% | 2.4% |
|
CHENIERE ENERGY INC | 2.3% | 2.4% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IGF Overweight Relative to TOLZ
|
NEXTERA ENERGY GROUP | 4.6% |
 |
AENA SA | 3.5% |
|
SOUTHERN CO | 3.2% |
|
DUKE ENERGY CORP | 3.0% |
 |
GRUPO AEROPORTUARIO PAC-ADR | 2.9% |
|
IBERDROLA SA | 2.8% |
|
CONSTELLATION ENERGY CORPORATION | 2.7% |
 |
AUCKLAND INTL AIRPORT LTD | 2.5% |
 |
TRANSURBAN GROUP | 2.2% |
|
QUBE LOGISTICS HOLDINGS LTD | 2.0% |
IGF Underweight Relative to TOLZ
|
AMERICAN TOWER CORP-CL A | -5.8% |
 |
VINCI SA | -5.0% |
 |
NATIONAL GRID PLC | -3.0% |
|
ENERGY TRANSFER, L.P. | -2.8% |
|
CROWN CASTLE INTL CORP | -2.7% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.5% |
|
ENBRIDGE INC | -2.2% |
|
GRUPO FERROVIAL | -1.7% |
|
CELLNEX TELECOM S.A. | -1.7% |
|
FORTIS INC | -1.7% |