Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

COWG: generated Aug 1, 2026, 4:42 PM (as of 2026-04-30); INFL: generated Jul 31, 2026, 10:51 PM (as of 2026-03-31).

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COWG vs INFL

Historical snapshot · Historical snapshot

Portfolio statistics

COWG

Largest holding: ONTO · 4.677%
Top 10 concentration: 28.28%
Gross exposure: 28.28%
Net exposure: 28.28%

INFL

Largest holding: WPM · 6.519%
Top 10 concentration: 45.10%
Gross exposure: 45.10%
Net exposure: 45.10%

Holdings overlap

Based on returned holdings.

ETF A

COWG

Snapshot: 2026-04-30
Returned holdings: 10
Largest position: ONTO · 4.677%

1.830%weighted overlap

ETF B

INFL

Snapshot: 2026-03-31
Returned holdings: 10
Largest position: WPM · 6.519%

Holdings universe18 distinct mapped tickers in the returned rows

1 shared

Only COWG 9Shared 1Only INFL 8

Largest allocation differences

WPMWheaton Precious Metals Corp6.519% gap

0.000%6.519%

LBLandbridge Co LLC5.623% gap

0.000%5.623%

FNVFranco-Nevada Corp5.221% gap

0.000%5.221%

VNOMViper Energy Inc4.824% gap

0.000%4.824%

PREKFPrairieSky Royalty Ltd4.760% gap

0.000%4.760%

ONTOOnto Innovation Inc4.677% gap

4.677%0.000%

LRCXLam Research Corp4.435% gap

4.435%0.000%

WBIWaterBridge Infrastructure LLC4.362% gap

0.000%4.362%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	COWG	INFL
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by1

Ticker	Company	COWG weight	INFL weight	Absolute difference
TPL	Texas Pacific Land Corp	1.830%	5.665%	3.835%