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
4%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
NANR
154
HOLDINGS
4%
ALSO IN INFL
INFL
40
HOLDINGS
15%
ALSO IN NANR
SECTOR DRIFT (NANR minus INFL)
OVERLAPPING HOLDINGS
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| Company | Weight in NANR |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 2.0% | 7.7% | 2.0% |
|
CAMECO CORP | 0.9% | 4.0% | 0.9% |
 |
TEXAS PACIFIC LAND CORPORATION | 0.4% | 4.1% | 0.4% |
|
WEST FRASER TIMBER CO LTD | 0.2% | 0.5% | 0.2% |
|
PRAIRIESKY ROYALTY LTD | 0.1% | 4.6% | 0.1% |
NANR Overweight Relative to INFL
|
EXXON MOBIL CORP | 9.8% |
|
CHEVRON CORP | 6.9% |
|
NEWMONT MINING CORP | 4.4% |
|
AGNICO-EAGLE MINES LTD | 3.8% |
|
CORTEVA INC | 2.8% |
|
FREEPORT-MCMORAN COPPER | 2.7% |
|
CONOCOPHILLIPS | 2.6% |
|
ARCHER-DANIELS-MIDLAND CO | 1.8% |
|
FRANCO-NEVADA CORP | 1.8% |
|
NUTRIEN LTD. | 1.7% |
NANR Underweight Relative to INFL
|
SILVER WHEATON CORP | -5.7% |
|
FRANCO-NEVADA CORP | -5.2% |
|
PRAIRIESKY ROYALTY LTD | -4.5% |
|
VIPER ENERGY PARTNERS LP | -4.4% |
|
OSISKO GOLD ROYALTIES LTD | -4.3% |
|
INTERCONTINENTALEXCHANGE INC | -4.0% |
|
TEXAS PACIFIC LAND CORPORATION | -3.7% |
|
CME GROUP INC | -3.1% |
|
CAMECO CORP | -3.1% |
|
HAWAIIAN ELECTRIC INDS | -3.0% |