Fund Overlap

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


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OVERLAP
35%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
TOLZ
109
HOLDINGS
17%
ALSO IN UMI
UMI
22
HOLDINGS
95%
ALSO IN TOLZ
SECTOR DRIFT (TOLZ minus UMI)
OVERLAPPING HOLDINGS

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Company Weight
in TOLZ
Weight
in UMI
Overlap
ENBRIDGE INC 7.3% 7.7% 7.3%
TRANSCANADA CORP 3.8% 4.7% 3.8%
WILLIAMS COS INC 3.5% 5.6% 3.5%
ONEOK INC 2.9% 5.0% 2.9%
ENERGY TRANSFER, L.P. 2.8% 9.2% 2.8%
TOLZ Overweight Relative to UMI
VINCI SA 5.4%
AMERICAN TOWER CORP-CL A 5.2%
NATIONAL GRID PLC 4.9%
SEMPRA ENERGY 2.3%
EXELON CORP 2.3%
CROWN CASTLE INTL CORP 2.2%
TRANSURBAN GROUP 2.1%
CONSOLIDATED EDISON INC 1.9%
FORTIS INC 1.9%
P G & E CORP 1.8%
TOLZ Underweight Relative to UMI
TARGA RESOURCES CORP -6.8%
ENERGY TRANSFER, L.P. -6.4%
ENTERPRISE PRODUCTS PARTNERS -5.7%
MPLX LP -5.3%
DT MIDSTREAM, INC. -5.1%
PLAINS GP HOLDINGS LP CLASS A -4.4%
KINETIK HOLDINGS -3.8%
KINDER MORGAN INC -3.5%
ANTERO MIDSTREAM CORP. -3.3%
CHENIERE ENERGY INC -3.1%
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