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
36%
OVERLAP
BY WEIGHT
38
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
24%
ALSO IN POWR
POWR
67
HOLDINGS
58%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus POWR)
OVERLAPPING HOLDINGS
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| Company | Weight in IFRA |
Weight in POWR |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.0% | 6.9% | 4.0% |
|
NEXTERA ENERGY GROUP | 3.5% | 5.3% | 3.5% |
|
SOUTHERN CO | 2.6% | 3.6% | 2.6% |
|
DUKE ENERGY CORP | 2.4% | 3.4% | 2.4% |
|
CONSTELLATION ENERGY CORPORATION | 2.2% | 2.8% | 2.2% |
IFRA Overweight Relative to POWR
|
CATERPILLAR INC | 5.0% |
|
UNION PACIFIC CORP | 4.0% |
|
CSX CORP | 3.4% |
|
NORFOLK SOUTHERN CORP | 2.7% |
|
UNITED RENTALS INC | 2.6% |
|
COMFORT SYSTEMS USA INC | 2.5% |
|
NUCOR CORP | 2.2% |
|
WILLIAMS COS INC | 2.2% |
 |
TRANSCANADA CORP | 1.8% |
|
KINDER MORGAN INC | 1.5% |
IFRA Underweight Relative to POWR
 |
EATON CORP PLC | -6.2% |
|
GE VERONA | -6.2% |
|
EQT CORP | -4.2% |
|
FIRST SOLAR INC | -3.8% |
|
NVENT ELECTRIC PLC | -3.3% |
|
HUBBELL INCORPORATED CLASS B | -3.2% |
|
QUANTA SERVICES INC | -2.8% |
|
CHESAPEAKE ENERGY CORP | -2.8% |
|
NEXTRACKER, INC. CLASS A | -2.5% |
|
GENERAC HOLDINGS INC | -1.9% |