Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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44
Number of overlapping holdings
26.5%
% of NFRA's 208 holdings also in IGF
60.3%
% 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 | 2.6% | 4.2% | 2.6% | |
IBERDROLA SA | 2.3% | 2.9% | 2.3% | |
NEXTERA ENERGY GROUP | 2.0% | 5.3% | 2.0% | |
ENEL SPA | 1.7% | 2.0% | 1.7% | |
NATIONAL GRID PLC | 1.7% | 2.0% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to IGF
CANADIAN NATL RAILWAY CO | 4.3% | |
CANADIAN PACIFIC RAILWAY LTD | 4.0% | |
COMCAST CORP-CL A | 3.0% | |
VERIZON COMMUNICATIONS INC | 2.9% | |
DEUTSCHE TELEKOM AG | 2.8% | |
UNION PACIFIC CORP | 2.7% | |
DEUTSCHE POST AG-REG | 2.4% | |
WASTE CONNECTIONS, INC. | 2.4% | |
NIPPON TELEGRAPH AND TELEPHONE CORPO | 2.3% | |
AT&T INC | 2.1% |
NFRA Underweight Relative to IGF
AENA SA | -4.0% | |
TRANSURBAN GROUP | -3.3% | |
NEXTERA ENERGY GROUP | -3.3% | |
GRUPO AEROPORTUARIO PAC-ADR | -3.0% | |
GRUPO AEROPORTUARIO SUR-ADR | -2.7% | |
AUCKLAND INTL AIRPORT LTD | -2.6% | |
GROUPE EUROTUNNEL SA - REGR | -2.3% | |
ADP | -2.2% | |
CHENIERE ENERGY INC | -2.2% | |
SOUTHERN CO | -2.0% |