Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
NFRA
206
HOLDINGS
5%
ALSO IN SUPL
SUPL
41
HOLDINGS
22%
ALSO IN NFRA
SECTOR DRIFT (NFRA minus SUPL)
OVERLAPPING HOLDINGS
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| Company | Weight in NFRA |
Weight in SUPL |
Overlap | |
|---|---|---|---|---|
 |
CANADIAN PACIFIC KANSAS CITY LTD | 3.3% | 4.4% | 3.3% |
|
CANADIAN NATL RAILWAY CO | 2.8% | 4.5% | 2.8% |
 |
DEUTSCHE POST AG-REG | 2.5% | 4.6% | 2.5% |
 |
UNION PACIFIC CORP | 2.0% | 4.3% | 2.0% |
|
CSX CORP | 1.0% | 4.4% | 1.0% |
NFRA Overweight Relative to SUPL
|
DEUTSCHE TELEKOM AG | 3.7% |
 |
SOFTBANK GROUP CORP. | 3.7% |
 |
IBERDROLA SA | 2.5% |
|
AT&T INC | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.5% |
|
NEXTERA ENERGY GROUP | 2.4% |
|
WASTE CONNECTIONS, INC. | 2.3% |
 |
BHARTI AIRTEL LIMITED | 2.2% |
|
ENBRIDGE INC | 2.0% |
|
NIPPON TELEGRAPH AND TELEPHONE CORPO | 1.8% |
NFRA Underweight Relative to SUPL
|
FEDEX CORP | -4.6% |
|
UNITED PARCEL SERVICE-CL B | -4.6% |
|
AMADEUS IT HOLDING SA-A SHS | -4.6% |
|
OLD DOMINION FREIGHT LINE | -4.5% |
 |
BRAMBLES LTD | -4.4% |
|
EXPEDITORS INTL WASH INC | -4.2% |
|
C.H. ROBINSON WORLDWIDE INC | -4.0% |
|
CSX CORP | -3.4% |
|
NORFOLK SOUTHERN CORP | -3.4% |
 |
BROOKFIELD INFRASTRUCTURE PA | -3.4% |