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
39
Number of overlapping holdings
52.7%
% of IGF's 75 holdings also in TOLZ
36.8%
% of TOLZ's 108 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 | 4.5% | 6.5% | 4.5% |
 |
WILLIAMS COS INC | 2.8% | 2.8% | 2.8% |
|
CHENIERE ENERGY INC | 2.7% | 2.7% | 2.7% |
|
TRANSCANADA CORP | 2.4% | 3.5% | 2.4% |
 |
TRANSURBAN GROUP | 5.0% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IGF Overweight Relative to TOLZ
 |
AENA SA | 4.4% |
|
NEXTERA ENERGY GROUP | 4.3% |
|
SOUTHERN CO | 3.3% |
|
IBERDROLA SA | 3.0% |
|
DUKE ENERGY CORP | 3.0% |
|
TRANSURBAN GROUP | 2.6% |
 |
AUCKLAND INTL AIRPORT LTD | 2.5% |
 |
ENEL SPA | 2.3% |
 |
GROUPE EUROTUNNEL SA - REGR | 2.3% |
 |
GRUPO AEROPORTUARIO PAC-ADR | 2.2% |
IGF Underweight Relative to TOLZ
|
AMERICAN TOWER CORP-CL A | -5.8% |
|
VINCI SA | -5.5% |
|
CROWN CASTLE INTL CORP | -2.8% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.5% |
|
P G & E CORP | -2.4% |
 |
NATIONAL GRID PLC | -2.3% |
|
ENBRIDGE INC | -2.0% |
|
CELLNEX TELECOM S.A. | -2.0% |
|
FORTIS INC | -1.8% |