Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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45
Number of overlapping holdings
26.5%
% of NFRA's 173 holdings also in GLIF
44.1%
% of GLIF's 101 holdings also in NFRA
Overlap by Weight
Sector Drift (NFRA minus GLIF)
Overlapping Holdings
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| Company | Weight in NFRA |
Weight in GLIF |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 2.6% | 5.9% | 2.6% |
 |
NEXTERA ENERGY GROUP | 2.1% | 2.0% | 2.0% |
 |
NATIONAL GRID PLC | 1.8% | 2.9% | 1.8% |
|
AMERICAN TOWER CORP-CL A | 1.7% | 2.6% | 1.7% |
 |
TRANSURBAN GROUP | 1.5% | 2.3% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to GLIF
|
CANADIAN NATL RAILWAY CO | 3.3% |
|
COMCAST CORP-CL A | 3.2% |
|
CANADIAN PACIFIC RAILWAY LTD | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.9% |
 |
IBERDROLA SA | 2.6% |
 |
DEUTSCHE POST AG-REG | 2.6% |
|
UNION PACIFIC CORP | 2.5% |
|
DEUTSCHE TELEKOM AG | 2.4% |
 |
NIPPON TELEGRAPH AND TELEPHONE CORPO | 2.3% |
|
AT&T INC | 2.1% |
NFRA Underweight Relative to GLIF
 |
VINCI SA | -4.6% |
|
CHENIERE ENERGY INC | -3.3% |
|
ENBRIDGE INC | -3.3% |
|
ONEOK INC | -2.7% |
|
KINDER MORGAN INC | -2.5% |
|
AENA SA | -2.4% |
|
AMERICAN WATER WORKS CO INC | -2.0% |
|
MICROSOFT CORP | -1.5% |
|
QUANTA SERVICES INC | -1.3% |
|
WILLIAMS COS INC | -1.3% |