Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
USNG
25
HOLDINGS
44%
ALSO IN TOLZ
TOLZ
116
HOLDINGS
10%
ALSO IN USNG
SECTOR DRIFT (USNG minus TOLZ)
OVERLAPPING HOLDINGS
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| Company | Weight in USNG |
Weight in TOLZ |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 7.2% | 6.5% | 6.5% |
 |
WILLIAMS COS INC | 8.4% | 4.3% | 4.3% |
|
KINDER MORGAN INC | 7.4% | 3.0% | 3.0% |
|
ENERGY TRANSFER, L.P. | 3.9% | 2.9% | 2.9% |
|
TARGA RESOURCES CORP | 3.9% | 2.7% | 2.7% |
USNG Overweight Relative to TOLZ
|
SOLARIS OILFIELD INFRASTRUCTURE, INC | 8.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 6.9% |
|
MPLX LP | 6.0% |
|
TRANSCANADA CORP | 4.4% |
|
KINDER MORGAN INC | 4.4% |
|
WILLIAMS COS INC | 4.1% |
|
PLAINS GP HOLDINGS LP CLASS A | 4.0% |
|
ARCHROCK INC. | 3.8% |
|
KODIAK GAS SERVICES, INC. | 3.5% |
|
DT MIDSTREAM, INC. | 3.4% |
USNG Underweight Relative to TOLZ
 |
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% |