Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

7
Number of overlapping holdings
5.0%
% of NANR's 142 holdings also in INFL
16.3%
% of INFL's 43 holdings also in NANR
Overlap by Weight
Sector Drift (NANR minus INFL)
Overlapping Holdings
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Company | Weight in NANR |
Weight in INFL |
Overlap | |
---|---|---|---|---|
SILVER WHEATON CORP | 2.6% | 7.4% | 2.6% | |
ARCHER-DANIELS-MIDLAND CO | 1.5% | 1.5% | 1.5% | |
CAMECO CORP | 0.7% | 2.8% | 0.7% | |
TEXAS PACIFIC LAND CORPORATION | 0.5% | 5.5% | 0.5% | |
WEST FRASER TIMBER CO LTD | 0.3% | 1.7% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
NANR Overweight Relative to INFL
EXXON MOBIL CORP | 9.0% | |
CHEVRON CORP | 5.9% | |
FREEPORT-MCMORAN COPPER | 4.0% | |
NEWMONT MINING CORP | 4.0% | |
AGNICO-EAGLE MINES LTD | 4.0% | |
CORTEVA INC | 3.3% | |
CONOCOPHILLIPS | 2.8% | |
FRANCO-NEVADA CORP | 2.2% | |
NUTRIEN LTD. | 1.9% | |
NUCOR CORP | 1.9% |
NANR Underweight Relative to INFL
VIPER ENERGY PARTNERS LP | -5.2% | |
TEXAS PACIFIC LAND CORPORATION | -5.0% | |
SILVER WHEATON CORP | -4.9% | |
INTERCONTINENTALEXCHANGE INC | -4.8% | |
FRANCO-NEVADA CORP | -4.3% | |
PRAIRIESKY ROYALTY LTD | -4.1% | |
DEUTSCHE BOERSE AG | -4.0% | |
CHENIERE ENERGY INC | -3.4% | |
OSISKO GOLD ROYALTIES LTD | -3.3% | |
TMX GROUP INC | -2.9% |