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   

17

Number of overlapping holdings

34.0%

% of IVRA's 50 holdings also in TOLZ

14.9%

% of TOLZ's 115 holdings also in IVRA

Overlap by Weight
Sector Drift (IVRA minus TOLZ)
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 IVRA
Weight
in TOLZ
Overlap
AMERICAN TOWER CORP-CL A 6.0% 6.5% 6.0%
ENBRIDGE INC 5.6% 7.3% 5.6%
SEMPRA ENERGY 3.0% 3.3% 3.0%
CHENIERE ENERGY INC 3.7% 2.8% 2.8%
SBA COMMUNICATIONS CORP. CLASS A 3.2% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
IVRA Overweight Relative to TOLZ
PROLOGIS INC 6.1%
SIMON PROPERTY GROUP INC 3.4%
EQUINIX INC 3.1%
LUNDIN MINING CORP 2.7%
WELLTOWER, INC. 2.6%
HEALTHPEAK PROPERTIES, INC. 2.6%
TARGA RESOURCES CORP 2.5%
KEYERA CORP 2.4%
ONEOK INC 2.4%
UDR INC 2.2%
IVRA Underweight Relative to TOLZ
VINCI SA -5.0%
NATIONAL GRID PLC -4.3%
CROWN CASTLE INTL CORP -3.4%
TRANSURBAN GROUP -2.6%
TRANSCANADA CORP -2.5%
ENTERPRISE PRODUCTS PARTNERS -2.3%
CONSOLIDATED EDISON INC -2.2%
ENERGY TRANSFER, L.P. -2.1%
EVERSOURCE ENERGY -1.8%
CELLNEX TELECOM S.A. -1.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY