Fund Overlap

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


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42

Number of overlapping holdings

24.3%

% of NFRA's 175 holdings also in IGF

56.8%

% of IGF's 75 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 2.7% 5.0% 2.7%
NEXTERA ENERGY GROUP 2.6% 4.5% 2.6%
IBERDROLA SA 2.2% 2.7% 2.2%
TRANSURBAN GROUP 1.7% 5.6% 1.7%
NATIONAL GRID PLC 1.5% 2.0% 1.5%

Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to IGF
CANADIAN NATL RAILWAY CO 4.1%
CANADIAN PACIFIC RAILWAY LTD 3.6%
COMCAST CORP-CL A 3.0%
VERIZON COMMUNICATIONS INC 3.0%
DEUTSCHE TELEKOM AG 2.6%
AT&T INC 2.5%
NIPPON TELEGRAPH AND TELEPHONE CORPO 2.5%
DEUTSCHE POST AG-REG 2.3%
UNION PACIFIC CORP 2.2%
WASTE CONNECTIONS, INC. 1.9%
NFRA Underweight Relative to IGF
AENA SA -4.4%
TRANSURBAN GROUP -3.9%
GRUPO AEROPORTUARIO PAC-ADR -2.9%
GROUPE EUROTUNNEL SA - REGR -2.7%
AUCKLAND INTL AIRPORT LTD -2.6%
GRUPO AEROPORTUARIO SUR-ADR -2.4%
ENBRIDGE INC -2.3%
CHENIERE ENERGY INC -2.3%
MACQUARIE ATLAS ROADS GROUP -2.2%
JAPAN AIRPORT TERMINAL CO -1.9%
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