Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
TOLZ
116
HOLDINGS
10%
ALSO IN USNG
USNG
25
HOLDINGS
44%
ALSO IN TOLZ
SECTOR DRIFT (TOLZ minus USNG)
OVERLAPPING HOLDINGS
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| Company | Weight in TOLZ |
Weight in USNG |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 6.5% | 7.1% | 6.5% |
 |
WILLIAMS COS INC | 4.3% | 8.3% | 4.3% |
|
KINDER MORGAN INC | 3.0% | 7.4% | 3.0% |
|
ENERGY TRANSFER, L.P. | 2.9% | 3.8% | 2.9% |
|
TARGA RESOURCES CORP | 2.7% | 3.9% | 2.7% |
TOLZ Overweight Relative to USNG
 |
NATIONAL GRID PLC | 4.9% |
 |
VINCI SA | 4.6% |
|
AMERICAN TOWER CORP-CL A | 3.9% |
|
TRANSCANADA CORP | 3.9% |
 |
E.ON AG | 2.9% |
|
SEMPRA ENERGY | 2.8% |
|
ENTERPRISE PRODUCTS PARTNERS | 2.5% |
|
EXELON CORP | 2.3% |
 |
GRUPO FERROVIAL | 2.1% |
 |
TRANSURBAN GROUP | 2.0% |
TOLZ Underweight Relative to USNG
|
SOLARIS OILFIELD INFRASTRUCTURE, INC | -7.7% |
|
MPLX LP | -6.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -5.9% |
|
KINDER MORGAN INC | -4.4% |
|
TRANSCANADA CORP | -4.4% |
|
PLAINS GP HOLDINGS LP CLASS A | -4.1% |
|
WILLIAMS COS INC | -4.0% |
|
ARCHROCK INC. | -3.7% |
|
DT MIDSTREAM, INC. | -3.4% |
|
KODIAK GAS SERVICES, INC. | -3.1% |