Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
NRSH
30
HOLDINGS
20%
ALSO IN AIRR
AIRR
52
HOLDINGS
12%
ALSO IN NRSH
SECTOR DRIFT (NRSH 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 NRSH |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
STERLING CONSTRUCTION CO | 5.3% | 6.6% | 5.3% |
|
DYCOM INDUSTRIES INC | 3.2% | 3.6% | 3.2% |
|
MASTEC INC | 3.0% | 3.8% | 3.0% |
|
C.H. ROBINSON WORLDWIDE INC | 2.6% | 4.2% | 2.6% |
|
BWX TECHNOLOGIES, INC. | 2.3% | 3.0% | 2.3% |
NRSH Overweight Relative to AIRR
|
MICRON TECHNOLOGY INC | 4.8% |
|
SANMINA CORP | 4.8% |
|
MYR GROUP INC/DELAWARE | 4.1% |
 |
TFI INTERNATIONAL INC. | 3.8% |
|
CIENA CORP | 3.5% |
|
LAM RESEARCH CORP | 3.4% |
|
MICROCHIP TECHNOLOGY INC | 3.4% |
|
HUNT (JB) TRANSPRT SVCS INC | 3.4% |
|
CELESTICA INC | 3.4% |
|
MULLEN GROUP LTD | 3.3% |
NRSH Underweight Relative to AIRR
|
ARGAN INC | -4.3% |
|
COMFORT SYSTEMS USA INC | -4.3% |
|
SAIA INC | -4.1% |
|
EMCOR GROUP INC | -3.8% |
|
OWENS CORNING | -3.0% |
|
KRATOS DEFENSE & SECURITY | -3.0% |
|
HUNTINGTON INGALLS INDUSTRIE | -2.7% |
|
POWELL INDUSTRIES INC | -2.6% |
|
CLEAN HARBORS INC | -2.4% |
|
FNB CORP | -2.3% |