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
12
# OF OVERLAPPING
HOLDINGS
PAVE
100
HOLDINGS
13%
ALSO IN CCSO
CCSO
109
HOLDINGS
11%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus CCSO)
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 PAVE |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 3.1% | 5.5% | 3.1% |
|
NUCOR CORP | 2.5% | 3.7% | 2.5% |
|
STEEL DYNAMICS INC | 1.6% | 2.4% | 1.6% |
|
HUBBELL INCORPORATED CLASS B | 1.5% | 2.2% | 1.5% |
|
TOPBUILD CORP | 0.8% | 1.2% | 0.8% |
PAVE Overweight Relative to CCSO
 |
TRANE TECHNOLOGIES PLC | 3.3% |
|
CSX CORP | 3.2% |
|
EATON CORP PLC | 3.2% |
|
DEERE & CO | 3.2% |
|
UNION PACIFIC CORP | 3.1% |
|
FASTENAL CO | 3.0% |
|
NORFOLK SOUTHERN CORP | 3.0% |
|
EMERSON ELECTRIC CO | 3.0% |
|
PARKER HANNIFIN CORP | 2.9% |
|
HOWMET AEROSPACE INC. | 2.9% |
PAVE Underweight Relative to CCSO
|
SOUTHERN COPPER CORP | -7.2% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.9% |
|
GE VERONA | -5.8% |
|
CARRIER GLOBAL CORP. | -5.1% |
|
WASTE MANAGEMENT INC | -4.9% |
|
REPUBLIC SERVICES INC | -4.6% |
 |
CAMECO CORP | -4.1% |
|
WASTE CONNECTIONS, INC. | -3.8% |
|
QUANTA SERVICES INC | -2.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.3% |