Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
INFR.L
316
HOLDINGS
3%
ALSO IN WELP.DE
WELP.DE
26
HOLDINGS
31%
ALSO IN INFR.L
SECTOR DRIFT (INFR.L minus WELP.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in INFR.L |
Weight in WELP.DE |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 3.6% | 8.7% | 3.6% |
 |
WILLIAMS COS INC | 2.8% | 5.9% | 2.8% |
|
TRANSCANADA CORP | 2.1% | 2.7% | 2.1% |
|
KINDER MORGAN INC | 1.9% | 3.2% | 1.9% |
|
CHENIERE ENERGY INC | 1.7% | 4.0% | 1.7% |
INFR.L Overweight Relative to WELP.DE
|
NEXTERA ENERGY GROUP | 6.0% |
|
UNION PACIFIC CORP | 4.7% |
|
SOUTHERN CO | 3.2% |
|
DUKE ENERGY CORP | 3.0% |
 |
NATIONAL GRID PLC | 2.6% |
|
CSX CORP | 2.5% |
|
AMERICAN TOWER CORP-CL A | 2.5% |
|
CANADIAN PACIFIC KANSAS CITY LTD | 2.3% |
|
AMERICAN ELECTRIC POWER | 2.2% |
|
NORFOLK SOUTHERN CORP | 2.1% |
INFR.L Underweight Relative to WELP.DE
|
EXXON MOBIL CORP | -19.1% |
|
SCHLUMBERGER LTD | -10.8% |
|
BAKER HUGHES COMPANY CLASS A | -8.7% |
|
BP PLC | -7.1% |
 |
TOTAL SA | -5.7% |
|
ENBRIDGE INC | -5.1% |
|
ONEOK INC | -4.2% |
|
WILLIAMS COS INC | -3.1% |
|
SHELL PLC | -3.0% |
 |
WOODSIDE ENERGY GROUP LTD | -2.9% |