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   

30

Number of overlapping holdings

46.2%

% of JXI's 66 holdings also in IFRA

19.2%

% of IFRA's 158 holdings also in JXI

Overlap by Weight
Sector Drift (JXI minus IFRA)
Overlapping Holdings

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Company Weight
in JXI
Weight
in IFRA
Overlap
EDISON INTERNATIONAL 1.9% 0.8% 0.8%
NISOURCE INC 0.9% 0.8% 0.8%
WEC ENERGY GROUP INC 1.7% 0.8% 0.8%
ALLIANT ENERGY CORP 0.9% 0.8% 0.8%
AMEREN CORPORATION 1.3% 0.8% 0.8%

Position Highlights (Non-Overlapping Exposures)
JXI Overweight Relative to IFRA
NEXTERA ENERGY GROUP 8.8%
SOUTHERN CO 4.7%
IBERDROLA SA 4.4%
DUKE ENERGY CORP 4.3%
NATIONAL GRID PLC 3.7%
ENEL SPA 3.4%
CONSTELLATION ENERGY CORPORATION 2.9%
AMERICAN ELECTRIC POWER 2.3%
SEMPRA ENERGY 2.2%
DOMINION RESOURCES INC/VA 2.0%
JXI Underweight Relative to IFRA
MIDDLESEX WATER CO -0.8%
UNITIL CORP -0.8%
TRANSCANADA CORP -0.8%
ONEOK INC -0.8%
CALIFORNIA WATER SERVICE GRP -0.8%
DT MIDSTREAM, INC. -0.8%
AMERICAN STATES WATER CO -0.8%
NORFOLK SOUTHERN CORP -0.8%
ONE GAS INC -0.8%
MGE ENERGY INC -0.8%
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