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

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
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 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% |