Fund Overlap

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


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OVERLAP
22%

OVERLAP
BY WEIGHT
48

# OF OVERLAPPING
HOLDINGS
TOLZ
109
HOLDINGS
47%
ALSO IN NFRA
NFRA
207
HOLDINGS
29%
ALSO IN TOLZ
SECTOR DRIFT (TOLZ minus NFRA)
OVERLAPPING HOLDINGS

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Company Weight
in TOLZ
Weight
in NFRA
Overlap
ENBRIDGE INC 7.3% 2.5% 2.5%
NATIONAL GRID PLC 4.9% 1.7% 1.7%
AMERICAN TOWER CORP-CL A 5.2% 1.5% 1.5%
TRANSURBAN GROUP 2.1% 1.4% 1.4%
TRANSCANADA CORP 3.8% 1.3% 1.3%
TOLZ Overweight Relative to NFRA
VINCI SA 5.4%
ENBRIDGE INC 4.7%
AMERICAN TOWER CORP-CL A 3.7%
NATIONAL GRID PLC 3.2%
ENERGY TRANSFER, L.P. 2.8%
CHENIERE ENERGY INC 2.6%
ENTERPRISE PRODUCTS PARTNERS 2.5%
WILLIAMS COS INC 2.5%
TRANSCANADA CORP 2.5%
ONEOK INC 2.1%
TOLZ Underweight Relative to NFRA
DEUTSCHE TELEKOM AG -4.4%
CANADIAN PACIFIC KANSAS CITY LTD -4.1%
CANADIAN NATL RAILWAY CO -3.3%
AT&T INC -2.9%
VERIZON COMMUNICATIONS INC -2.9%
WASTE CONNECTIONS, INC. -2.7%
DEUTSCHE POST AG-REG -2.6%
IBERDROLA SA -2.4%
UNION PACIFIC CORP -2.3%
NEXTERA ENERGY GROUP -2.2%
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