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

5
Number of overlapping holdings
14.7%
% of NANR's 34 holdings also in VEGI
3.6%
% of VEGI's 163 holdings also in NANR
Overlap by Weight
Sector Drift (NANR minus VEGI)
Overlapping Holdings
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Company | Weight in NANR |
Weight in VEGI |
Overlap | |
---|---|---|---|---|
CORTEVA INC | 5.1% | 7.7% | 5.1% | |
NUTRIEN LTD. | 4.7% | 7.2% | 4.7% | |
ARCHER-DANIELS-MIDLAND CO | 4.6% | 7.8% | 4.6% | |
CF INDUSTRIES HOLDINGS INC | 2.1% | 2.7% | 2.1% | |
MOSAIC CO/THE | 2.0% | 2.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
NANR Overweight Relative to VEGI
EXXON MOBIL CORP | 9.4% | |
FREEPORT-MCMORAN COPPER | 8.2% | |
CHEVRON CORP | 7.6% | |
NEWMONT MINING CORP | 5.7% | |
FRANCO-NEVADA CORP | 5.1% | |
BARRICK GOLD CORPORATION | 5.0% | |
AGNICO-EAGLE MINES LTD | 4.1% | |
CONOCOPHILLIPS | 4.0% | |
SILVER WHEATON CORP | 3.6% | |
EOG RESOURCES, INC. | 3.1% |
NANR Underweight Relative to VEGI
DEERE & CO | -21.1% | |
ARCHER-DANIELS-MIDLAND CO | -3.2% | |
KUBOTA CORP | -2.8% | |
FMC CORP | -2.8% | |
CNH INDUSTRIAL NV | -2.7% | |
LAMB WESTON HOLDINGS, INC. | -2.7% | |
BUNGE LTD | -2.6% | |
CORTEVA INC | -2.6% | |
NUTRIEN LTD. | -2.5% | |
TORO CO | -2.1% |