Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
12%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
NFRA
209
HOLDINGS
5%
ALSO IN SUPL
SUPL
42
HOLDINGS
21%
ALSO IN NFRA
SECTOR DRIFT (NFRA minus SUPL)
OVERLAPPING HOLDINGS
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| Company | Weight in NFRA |
Weight in SUPL |
Overlap | |
|---|---|---|---|---|
 |
CANADIAN PACIFIC KANSAS CITY LTD | 3.7% | 4.7% | 3.7% |
|
CANADIAN NATL RAILWAY CO | 3.1% | 4.7% | 3.1% |
 |
UNION PACIFIC CORP | 2.1% | 4.5% | 2.1% |
|
CSX CORP | 1.2% | 5.1% | 1.2% |
|
NORFOLK SOUTHERN CORP | 0.9% | 4.1% | 0.9% |
NFRA Overweight Relative to SUPL
 |
SOFTBANK GROUP CORP. | 5.2% |
 |
DEUTSCHE TELEKOM AG | 3.2% |
|
VERIZON COMMUNICATIONS INC | 2.6% |
|
NEXTERA ENERGY GROUP | 2.5% |
 |
IBERDROLA SA | 2.4% |
|
AT&T INC | 2.1% |
|
ENBRIDGE INC | 1.9% |
|
WASTE CONNECTIONS, INC. | 1.9% |
 |
BHARTI AIRTEL LIMITED | 1.7% |
 |
TRANSURBAN GROUP | 1.6% |
NFRA Underweight Relative to SUPL
|
OLD DOMINION FREIGHT LINE | -5.8% |
|
FEDEX CORP | -4.8% |
|
XPO LOGISTICS INC | -4.5% |
|
UNITED PARCEL SERVICE-CL B | -4.5% |
|
C.H. ROBINSON WORLDWIDE INC | -4.3% |
|
EXPEDITORS INTL WASH INC | -4.2% |
|
HUNT (JB) TRANSPRT SVCS INC | -4.1% |
|
CSX CORP | -4.0% |
|
BRAMBLES LTD | -3.6% |
|
AMADEUS IT HOLDING SA-A SHS | -3.4% |