Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
TOLZ
113
HOLDINGS
44%
ALSO IN NFRA
NFRA
206
HOLDINGS
28%
ALSO IN TOLZ
SECTOR DRIFT (TOLZ minus NFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in TOLZ |
Weight in NFRA |
Overlap | |
|---|---|---|---|---|
 |
ENBRIDGE INC | 6.7% | 2.0% | 2.0% |
 |
NATIONAL GRID PLC | 4.9% | 1.5% | 1.5% |
 |
TRANSURBAN GROUP | 1.9% | 1.5% | 1.5% |
 |
AMERICAN TOWER CORP-CL A | 4.4% | 1.2% | 1.2% |
|
TRANSCANADA CORP | 3.7% | 1.1% | 1.1% |
TOLZ Overweight Relative to NFRA
|
ENBRIDGE INC | 4.7% |
 |
VINCI SA | 4.6% |
|
NATIONAL GRID PLC | 3.4% |
|
AMERICAN TOWER CORP-CL A | 3.2% |
|
WILLIAMS COS INC | 2.8% |
|
ENERGY TRANSFER, L.P. | 2.8% |
|
TRANSCANADA CORP | 2.6% |
|
ENTERPRISE PRODUCTS PARTNERS | 2.5% |
|
SEMPRA ENERGY | 2.2% |
|
KINDER MORGAN INC | 2.1% |
TOLZ Underweight Relative to NFRA
 |
DEUTSCHE TELEKOM AG | -3.7% |
 |
SOFTBANK GROUP CORP. | -3.7% |
|
CANADIAN PACIFIC KANSAS CITY LTD | -3.3% |
|
CANADIAN NATL RAILWAY CO | -2.8% |
 |
IBERDROLA SA | -2.5% |
|
DEUTSCHE POST AG-REG | -2.5% |
|
AT&T INC | -2.5% |
|
VERIZON COMMUNICATIONS INC | -2.5% |
|
NEXTERA ENERGY GROUP | -2.4% |
|
WASTE CONNECTIONS, INC. | -2.3% |