Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
GRNJ
51
HOLDINGS
16%
ALSO IN AIRR
AIRR
53
HOLDINGS
16%
ALSO IN GRNJ
SECTOR DRIFT (GRNJ minus AIRR)
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 GRNJ |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
MASTEC INC | 2.4% | 3.5% | 2.4% |
|
DYCOM INDUSTRIES INC | 2.4% | 3.4% | 2.4% |
|
KRATOS DEFENSE & SECURITY | 2.3% | 2.4% | 2.3% |
|
COMFORT SYSTEMS USA INC | 2.3% | 3.5% | 2.3% |
|
EMCOR GROUP INC | 2.2% | 3.4% | 2.2% |
GRNJ Overweight Relative to AIRR
|
ROCKET LAB USA, INC. | 2.7% |
|
ROYAL GOLD INC | 2.5% |
|
ALBEMARLE CORP | 2.5% |
|
ON SEMICONDUCTOR CORPORATION | 2.4% |
 |
CAMECO CORP | 2.3% |
|
NEXTRACKER, INC. CLASS A | 2.3% |
|
INSTALLED BUILDING PRODUCTS | 2.3% |
|
SANCHEZ ENERGY CORP | 2.3% |
|
DONALDSON CO INC | 2.2% |
|
ENERSYS | 2.2% |
GRNJ Underweight Relative to AIRR
|
PRIMORIS SERVICES CORP | -3.5% |
|
SAIA INC | -3.5% |
|
C.H. ROBINSON WORLDWIDE INC | -3.4% |
|
SPX TECHNOLOGIES | -3.3% |
|
OWENS CORNING | -3.3% |
|
CORE & MAIN, INC. CLASS A | -3.1% |
|
ARGAN INC | -3.0% |
|
HUNTINGTON INGALLS INDUSTRIE | -3.0% |
|
REGAL BELOIT CORP | -2.2% |
|
AAON INC | -2.1% |