Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
43
# OF OVERLAPPING
HOLDINGS
NFRA
206
HOLDINGS
27%
ALSO IN GII
GII
71
HOLDINGS
61%
ALSO IN NFRA
SECTOR DRIFT (NFRA minus GII)
OVERLAPPING HOLDINGS
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| Company | Weight in NFRA |
Weight in GII |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 2.5% | 4.1% | 2.5% |
 |
NEXTERA ENERGY GROUP | 2.4% | 4.9% | 2.4% |
 |
ENBRIDGE INC | 2.0% | 3.8% | 2.0% |
|
CONSTELLATION ENERGY CORPORATION | 1.6% | 2.9% | 1.6% |
 |
ENEL SPA | 1.5% | 2.5% | 1.5% |
NFRA Overweight Relative to GII
 |
DEUTSCHE TELEKOM AG | 3.7% |
 |
SOFTBANK GROUP CORP. | 3.7% |
|
CANADIAN PACIFIC KANSAS CITY LTD | 3.3% |
|
CANADIAN NATL RAILWAY CO | 2.8% |
|
AT&T INC | 2.5% |
|
DEUTSCHE POST AG-REG | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.5% |
|
WASTE CONNECTIONS, INC. | 2.3% |
 |
BHARTI AIRTEL LIMITED | 2.2% |
|
UNION PACIFIC CORP | 2.0% |
NFRA Underweight Relative to GII
 |
GRUPO AEROPORTUARIO PAC-ADR | -4.0% |
 |
TRANSURBAN GROUP | -3.4% |
 |
AUCKLAND INTL AIRPORT LTD | -2.7% |
|
NEXTERA ENERGY GROUP | -2.5% |
 |
FLUGHAFEN ZURICH AG | -2.2% |
 |
GROUPE EUROTUNNEL SA - REGR | -2.1% |
|
GRUPO AEROPORTUARIO SUR-ADR | -2.1% |
|
ADP | -2.0% |
|
QUBE LOGISTICS HOLDINGS LTD | -1.9% |
|
ENBRIDGE INC | -1.9% |