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

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Company Weight
in UMI
Weight
in TOLZ
Overlap
ENBRIDGE INC 7.7% 7.3% 7.3%
TRANSCANADA CORP 4.7% 3.8% 3.8%
WILLIAMS COS INC 5.6% 3.5% 3.5%
ONEOK INC 5.0% 2.9% 2.9%
ENERGY TRANSFER, L.P. 9.2% 2.8% 2.8%
UMI Overweight Relative to TOLZ
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%
UMI Underweight Relative to TOLZ
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%
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