Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
13%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
USNG
25
HOLDINGS
12%
ALSO IN ADDS
ADDS
40
HOLDINGS
8%
ALSO IN USNG
SECTOR DRIFT (USNG minus ADDS)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in USNG |
Weight in ADDS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.2% | 12.7% | 8.2% |
|
CHENIERE ENERGY INC | 2.6% | 12.4% | 2.6% |
|
VONAGE HOLDINGS CORP. | 2.2% | 5.0% | 2.2% |
USNG Overweight Relative to ADDS
|
WILLIAMS COS INC | 8.5% |
|
SOLARIS OILFIELD INFRASTRUCTURE, INC | 8.0% |
|
MPLX LP | 7.3% |
|
KINDER MORGAN INC | 7.2% |
 |
ENBRIDGE INC | 6.3% |
|
PLAINS GP HOLDINGS LP CLASS A | 4.6% |
|
ENERGY TRANSFER, L.P. | 4.1% |
|
TARGA RESOURCES CORP | 4.1% |
|
TRANSCANADA CORP | 4.0% |
|
DT MIDSTREAM, INC. | 3.7% |
USNG Underweight Relative to ADDS
|
ILLUMINA INC | -12.4% |
|
CHENIERE ENERGY INC | -9.8% |
|
ALLEGHENY TECHNOLOGIES INC | -9.6% |
|
ASTERA LABS INC | -5.3% |
 |
TECHNIPFMC PLC | -5.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.9% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.5% |
|
TWILIO, INC. CLASS A | -4.1% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.7% |
|
VONAGE HOLDINGS CORP. | -2.7% |