Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
9.6%
% of NFRA's 208 holdings also in IXP
25.0%
% of IXP's 65 holdings also in NFRA
Overlap by Weight
Sector Drift (NFRA minus IXP)
Overlapping Holdings
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| Company | Weight in NFRA |
Weight in IXP |
Overlap | |
|---|---|---|---|---|
 |
COMCAST CORP-CL A | 3.0% | 3.9% | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.9% | 4.3% | 2.9% |
|
AT&T INC | 2.1% | 3.0% | 2.1% |
 |
DEUTSCHE TELEKOM AG | 2.8% | 2.0% | 2.0% |
 |
NIPPON TELEGRAPH AND TELEPHONE CORPORATION | 2.3% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to IXP
 |
CANADIAN NATL RAILWAY CO | 4.3% |
|
CANADIAN PACIFIC RAILWAY LTD | 4.0% |
|
UNION PACIFIC CORP | 2.7% |
|
ENBRIDGE INC | 2.6% |
|
WASTE CONNECTIONS, INC. | 2.4% |
|
DEUTSCHE POST AG-REG | 2.4% |
 |
IBERDROLA SA | 2.3% |
|
NEXTERA ENERGY GROUP | 2.0% |
 |
ENEL SPA | 1.7% |
 |
NATIONAL GRID PLC | 1.7% |
NFRA Underweight Relative to IXP
|
META PLATFORMS INC | -22.7% |
|
ALPHABET INC. CLASS A | -13.4% |
|
ALPHABET INC. CLASS C | -11.3% |
 |
TENCENT HOLDINGS LTD | -4.8% |
|
WALT DISNEY CO/THE | -4.6% |
|
NETFLIX INC | -4.5% |
|
NINTENDO CO LTD | -1.5% |
|
VERIZON COMMUNICATIONS INC | -1.4% |
|
COMCAST CORP-CL A | -1.0% |
|
AT&T INC | -1.0% |