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
15%

OVERLAP
BY WEIGHT
23

# OF OVERLAPPING
HOLDINGS
HWAY
98
HOLDINGS
23%
ALSO IN AIRR
AIRR
52
HOLDINGS
45%
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 3.3% 4.3% 3.3%
EMCOR GROUP INC 1.9% 3.8% 1.9%
STERLING CONSTRUCTION CO 1.3% 6.6% 1.3%
MUELLER INDUSTRIES INC 0.7% 1.5% 0.7%
INTEGRATED ELECTRICAL SERVIC 0.7% 2.1% 0.7%
HWAY Overweight Relative to AIRR
QUANTA SERVICES INC 5.0%
CATERPILLAR INC 4.8%
UNION PACIFIC CORP 4.5%
CSX CORP 4.5%
EMERSON ELECTRIC CO 4.0%
DEERE & CO 3.9%
PARKER HANNIFIN CORP 3.8%
CRH PLC 3.7%
NORFOLK SOUTHERN CORP 3.6%
UNITED RENTALS INC 3.4%
HWAY Underweight Relative to AIRR
STERLING CONSTRUCTION CO -5.2%
C.H. ROBINSON WORLDWIDE INC -4.2%
SAIA INC -4.1%
ARGAN INC -3.8%
MASTEC INC -3.8%
KRATOS DEFENSE & SECURITY -3.0%
BWX TECHNOLOGIES, INC. -3.0%
DYCOM INDUSTRIES INC -2.9%
HUNTINGTON INGALLS INDUSTRIE -2.7%
POWELL INDUSTRIES INC -2.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY