Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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42
Number of overlapping holdings
25.1%
% of NFRA's 210 holdings also in IGF
58.3%
% of IGF's 76 holdings also in NFRA
Overlap by Weight
Sector Drift (NFRA minus IGF)
Overlapping Holdings
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| Company | Weight in NFRA |
Weight in IGF |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 2.5% | 4.6% | 2.5% |
 |
ENBRIDGE INC | 2.3% | 4.4% | 2.3% |
 |
IBERDROLA SA | 2.2% | 2.8% | 2.2% |
 |
NATIONAL GRID PLC | 1.9% | 2.1% | 1.9% |
 |
ENEL SPA | 1.7% | 1.9% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
NFRA Overweight Relative to IGF
|
CANADIAN PACIFIC KANSAS CITY LTD | 4.1% |
|
CANADIAN NATL RAILWAY CO | 3.6% |
 |
DEUTSCHE TELEKOM AG | 3.4% |
|
VERIZON COMMUNICATIONS INC | 2.8% |
|
COMCAST CORP-CL A | 2.5% |
|
WASTE CONNECTIONS, INC. | 2.4% |
|
UNION PACIFIC CORP | 2.4% |
 |
SOFTBANK GROUP CORP. | 2.3% |
|
DEUTSCHE POST AG-REG | 2.3% |
|
AT&T INC | 2.3% |
NFRA Underweight Relative to IGF
|
AENA SA | -3.9% |
 |
GRUPO AEROPORTUARIO PAC-ADR | -3.4% |
 |
TRANSURBAN GROUP | -3.0% |
 |
AUCKLAND INTL AIRPORT LTD | -2.6% |
|
WILLIAMS COS INC | -2.4% |
|
CHENIERE ENERGY INC | -2.3% |
|
ONEOK INC | -2.3% |
|
NEXTERA ENERGY GROUP | -2.1% |
|
GRUPO AEROPORTUARIO SUR-ADR | -2.1% |
|
ENBRIDGE INC | -2.1% |