Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
NFRA
207
HOLDINGS
7%
ALSO IN SHPP
SHPP
94
HOLDINGS
13%
ALSO IN NFRA
SECTOR DRIFT (NFRA minus SHPP)
OVERLAPPING HOLDINGS
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| Company | Weight in NFRA |
Weight in SHPP |
Overlap | |
|---|---|---|---|---|
 |
CANADIAN PACIFIC KANSAS CITY LTD | 4.1% | 4.2% | 4.1% |
|
CANADIAN NATL RAILWAY CO | 3.2% | 3.6% | 3.2% |
 |
UNION PACIFIC CORP | 2.0% | 9.6% | 2.0% |
|
CSX CORP | 0.9% | 3.7% | 0.9% |
|
NORFOLK SOUTHERN CORP | 0.9% | 3.8% | 0.9% |
NFRA Overweight Relative to SHPP
 |
DEUTSCHE TELEKOM AG | 4.5% |
 |
SOFTBANK GROUP CORP. | 3.7% |
|
AT&T INC | 3.2% |
 |
IBERDROLA SA | 3.0% |
|
ENBRIDGE INC | 2.9% |
|
VERIZON COMMUNICATIONS INC | 2.8% |
|
WASTE CONNECTIONS, INC. | 2.6% |
|
NEXTERA ENERGY GROUP | 2.2% |
 |
NATIONAL GRID PLC | 2.0% |
 |
ENEL SPA | 2.0% |
NFRA Underweight Relative to SHPP
 |
ABB LTD. | -10.6% |
|
SAP AG | -8.8% |
|
UNION PACIFIC CORP | -7.6% |
|
UNITED PARCEL SERVICE-CL B | -3.8% |
|
FEDEX CORP | -3.3% |
 |
DSV A/S | -3.1% |
|
NORFOLK SOUTHERN CORP | -2.8% |
|
CSX CORP | -2.7% |
|
TOYOTA INDUSTRIES CORP | -2.2% |
|
OLD DOMINION FREIGHT LINE | -1.9% |