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   

42

Number of overlapping holdings

25.3%

% of NFRA's 209 holdings also in IGF

58.3%

% of IGF's 76 holdings also in NFRA

Overlap by Weight
Sector Drift (NFRA minus IGF)
Overlapping Holdings

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Company Weight
in NFRA
Weight
in IGF
Overlap
ENBRIDGE INC 2.6% 4.5% 2.6%
IBERDROLA SA 2.3% 2.8% 2.3%
NEXTERA ENERGY GROUP 2.3% 4.3% 2.3%
NATIONAL GRID PLC 1.7% 2.0% 1.7%
ENEL SPA 1.6% 1.9% 1.6%

Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to IGF
CANADIAN PACIFIC KANSAS CITY LTD 4.0%
DEUTSCHE TELEKOM AG 3.8%
CANADIAN NATL RAILWAY CO 3.4%
VERIZON COMMUNICATIONS INC 2.6%
WASTE CONNECTIONS, INC. 2.6%
AT&T INC 2.5%
COMCAST CORP-CL A 2.3%
UNION PACIFIC CORP 2.2%
SOFTBANK GROUP CORP. 2.1%
DEUTSCHE POST AG-REG 2.1%
NFRA Underweight Relative to IGF
AENA SA -4.0%
GRUPO AEROPORTUARIO PAC-ADR -3.4%
TRANSURBAN GROUP -2.9%
AUCKLAND INTL AIRPORT LTD -2.9%
CHENIERE ENERGY INC -2.4%
WILLIAMS COS INC -2.2%
GRUPO AEROPORTUARIO SUR-ADR -2.2%
CONSTELLATION ENERGY CORPORATION -2.1%
NEXTERA ENERGY GROUP -2.0%
GROUPE EUROTUNNEL SA - REGR -2.0%
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