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
47
Number of overlapping holdings
28.3%
% of NFRA's 208 holdings also in GLIF
48.0%
% of GLIF's 93 holdings also in NFRA
Overlap by Weight
Sector Drift (NFRA minus GLIF)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in NFRA |
Weight in GLIF |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 2.6% | 6.1% | 2.6% |
 |
NEXTERA ENERGY GROUP | 2.0% | 2.8% | 2.0% |
 |
NATIONAL GRID PLC | 1.7% | 3.3% | 1.7% |
|
AMERICAN TOWER CORP-CL A | 1.6% | 3.3% | 1.6% |
 |
TRANSURBAN GROUP | 1.5% | 2.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to GLIF
|
CANADIAN PACIFIC RAILWAY LTD | 4.0% |
|
CANADIAN NATL RAILWAY CO | 3.3% |
|
COMCAST CORP-CL A | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.9% |
 |
DEUTSCHE POST AG-REG | 2.4% |
 |
NIPPON TELEGRAPH AND TELEPHONE CORPO | 2.3% |
|
DEUTSCHE TELEKOM AG | 2.3% |
|
AT&T INC | 2.1% |
|
SOFTBANK GROUP CORP. | 2.1% |
|
WASTE CONNECTIONS, INC. | 1.7% |
NFRA Underweight Relative to GLIF
 |
VINCI SA | -4.6% |
|
ENBRIDGE INC | -3.5% |
 |
AENA SA | -3.2% |
|
CHENIERE ENERGY INC | -2.8% |
|
ONEOK INC | -2.5% |
|
SEMPRA ENERGY | -2.4% |
|
KINDER MORGAN INC | -2.1% |
|
QUANTA SERVICES INC | -1.9% |
|
AMERICAN WATER WORKS CO INC | -1.8% |
|
IRON MOUNTAIN INC | -1.8% |