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

23
Number of overlapping holdings
21.3%
% of TOLZ's 110 holdings also in ENFR
82.1%
% of ENFR's 29 holdings also in TOLZ
Overlap by Weight
Sector Drift (TOLZ minus ENFR)
Overlapping Holdings
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Company | Weight in TOLZ |
Weight in ENFR |
Overlap | |
---|---|---|---|---|
ENBRIDGE INC | 6.3% | 8.9% | 6.3% | |
TRANSCANADA CORP | 3.4% | 4.8% | 3.4% | |
WILLIAMS COS INC | 2.8% | 5.2% | 2.8% | |
CHENIERE ENERGY INC | 2.7% | 5.3% | 2.7% | |
ENTERPRISE PRODUCTS PARTNERS | 2.6% | 8.7% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
TOLZ Overweight Relative to ENFR
AMERICAN TOWER CORP-CL A | 5.6% | |
VINCI SA | 5.4% | |
NATIONAL GRID PLC | 4.4% | |
SEMPRA ENERGY | 3.1% | |
CROWN CASTLE INTL CORP | 2.9% | |
EXELON CORP | 2.8% | |
TRANSURBAN GROUP | 2.3% | |
CONSOLIDATED EDISON INC | 2.1% | |
CELLNEX TELECOM S.A. | 2.0% | |
P G & E CORP | 1.9% |
TOLZ Underweight Relative to ENFR
ENTERPRISE PRODUCTS PARTNERS | -6.0% | |
ENERGY TRANSFER, L.P. | -5.8% | |
PLAINS GP HOLDINGS LP CLASS A | -5.1% | |
KEYERA CORP | -4.5% | |
DT MIDSTREAM, INC. | -4.4% | |
TARGA RESOURCES CORP | -4.4% | |
EQUITRANS MIDSTREAM CORP. | -4.1% | |
ONEOK INC | -3.3% | |
PEMBINA PIPELINE CORP | -3.1% | |
ANTERO MIDSTREAM CORP. | -3.0% |