Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
20.5%
% of IVRA's 44 holdings also in UMI
39.1%
% of UMI's 25 holdings also in IVRA
Overlap by Weight
Sector Drift (IVRA minus UMI)
Overlapping Holdings
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| Company | Weight in IVRA |
Weight in UMI |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 8.7% | 8.1% | 8.1% |
 |
TARGA RESOURCES CORP | 6.3% | 5.1% | 5.1% |
|
CHENIERE ENERGY INC | 6.3% | 4.6% | 4.6% |
|
WILLIAMS COS INC | 5.9% | 4.5% | 4.5% |
|
KINDER MORGAN INC | 5.3% | 4.4% | 4.4% |
Position Highlights (Non-Overlapping Exposures)
IVRA Overweight Relative to UMI
|
EQUINIX INC | 7.5% |
|
ESSENTIAL UTILITIES, INC. | 6.3% |
|
AMERICAN TOWER CORP-CL A | 6.3% |
|
PROLOGIS INC | 5.5% |
|
HEALTHPEAK PROPERTIES, INC. | 5.2% |
|
AGREE REALTY CORP | 4.5% |
|
CAMDEN PROPERTY TRUST | 4.2% |
|
CENTERPOINT ENERGY INC | 4.2% |
|
AMERICAN WATER WORKS CO INC | 4.1% |
|
SUN COMMUNITIES INC | 3.9% |
IVRA Underweight Relative to UMI
|
ENERGY TRANSFER, L.P. | -9.0% |
|
ENTERPRISE PRODUCTS PARTNERS | -7.7% |
|
PLAINS GP HOLDINGS LP CLASS A | -7.2% |
|
ANTERO MIDSTREAM CORP. | -4.8% |
|
MPLX LP | -4.6% |
|
ONEOK INC | -4.4% |
|
DT MIDSTREAM, INC. | -4.1% |
|
EQUITRANS MIDSTREAM CORP. | -3.9% |
|
TRANSCANADA CORP | -3.6% |
|
PEMBINA PIPELINE CORP | -3.3% |