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
12%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
HWAY
99
HOLDINGS
21%
ALSO IN AIRR
AIRR
53
HOLDINGS
42%
ALSO IN HWAY
SECTOR DRIFT (HWAY 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 HWAY |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 2.1% | 4.1% | 2.1% |
|
EMCOR GROUP INC | 1.7% | 3.3% | 1.7% |
|
APPLIED INDUSTRIAL TECH INC | 0.7% | 1.4% | 0.7% |
|
DYCOM INDUSTRIES INC | 0.6% | 3.1% | 0.6% |
|
SPX TECHNOLOGIES | 0.6% | 1.5% | 0.6% |
HWAY Overweight Relative to AIRR
|
CATERPILLAR INC | 5.2% |
|
PARKER HANNIFIN CORP | 5.1% |
 |
CRH PLC | 4.6% |
|
DEERE & CO | 4.6% |
|
EMERSON ELECTRIC CO | 4.5% |
|
UNION PACIFIC CORP | 4.4% |
|
CSX CORP | 4.4% |
|
NORFOLK SOUTHERN CORP | 4.3% |
|
QUANTA SERVICES INC | 4.0% |
|
UNITED RENTALS INC | 3.3% |
HWAY Underweight Relative to AIRR
|
C.H. ROBINSON WORLDWIDE INC | -4.3% |
|
MASTEC INC | -3.8% |
|
SAIA INC | -3.6% |
|
KIRBY CORP | -3.6% |
|
HUNTINGTON INGALLS INDUSTRIE | -3.5% |
|
CORE & MAIN, INC. CLASS A | -3.4% |
|
FNB CORP | -3.4% |
|
BWX TECHNOLOGIES, INC. | -3.0% |
|
KRATOS DEFENSE & SECURITY | -2.8% |
|
ARGAN INC | -2.4% |