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
OVERLAP
30%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
INFR.L
427
HOLDINGS
12%
ALSO IN WELQ.DE
WELQ.DE
49
HOLDINGS
57%
ALSO IN INFR.L
SECTOR DRIFT (INFR.L minus WELQ.DE)
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 INFR.L |
Weight in WELQ.DE |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 5.8% | 11.5% | 5.8% |
|
SOUTHERN CO | 3.2% | 6.5% | 3.2% |
 |
NATIONAL GRID PLC | 2.6% | 4.8% | 2.6% |
|
AMERICAN ELECTRIC POWER | 2.1% | 4.3% | 2.1% |
|
SEMPRA ENERGY | 1.9% | 3.8% | 1.9% |
INFR.L Overweight Relative to WELQ.DE
|
UNION PACIFIC CORP | 4.5% |
 |
ENBRIDGE INC | 3.4% |
|
DUKE ENERGY CORP | 3.1% |
|
AMERICAN TOWER CORP-CL A | 2.8% |
|
WILLIAMS COS INC | 2.5% |
|
CSX CORP | 2.3% |
|
CANADIAN PACIFIC KANSAS CITY LTD | 2.2% |
|
NORFOLK SOUTHERN CORP | 2.2% |
|
TRANSCANADA CORP | 1.9% |
|
CANADIAN NATL RAILWAY CO | 1.8% |
INFR.L Underweight Relative to WELQ.DE
 |
IBERDROLA SA | -8.1% |
|
CONSTELLATION ENERGY CORPORATION | -6.1% |
|
NEXTERA ENERGY GROUP | -5.8% |
 |
ENEL SPA | -5.2% |
|
SOUTHERN CO | -3.3% |
 |
GDF SUEZ | -3.0% |
 |
E.ON AG | -2.6% |
|
SSE PLC | -2.4% |
|
NATIONAL GRID PLC | -2.2% |
|
AMERICAN ELECTRIC POWER | -2.2% |