Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
62%
OVERLAP
BY WEIGHT
61
# OF OVERLAPPING
HOLDINGS
PAVE
100
HOLDINGS
62%
ALSO IN HWAY
HWAY
97
HOLDINGS
63%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus HWAY)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
CSX CORP | 4.0% | 5.1% | 4.0% |
|
QUANTA SERVICES INC | 3.6% | 4.5% | 3.6% |
|
UNION PACIFIC CORP | 3.6% | 5.1% | 3.6% |
|
NORFOLK SOUTHERN CORP | 3.3% | 4.0% | 3.3% |
|
DEERE & CO | 3.2% | 4.2% | 3.2% |
PAVE Overweight Relative to HWAY
|
HOWMET AEROSPACE INC. | 3.6% |
 |
TRANE TECHNOLOGIES PLC | 3.3% |
|
EATON CORP PLC | 3.3% |
|
ROCKWELL AUTOMATION INC | 2.9% |
|
SEMPRA ENERGY | 2.9% |
|
MASTEC INC | 1.4% |
|
HUBBELL INCORPORATED CLASS B | 1.4% |
|
WOODWARD INC | 1.3% |
|
FORTIVE CORP. | 1.0% |
|
RBC BEARINGS INC | 1.0% |
PAVE Underweight Relative to HWAY
|
CATERPILLAR INC | -4.7% |
|
COMFORT SYSTEMS USA INC | -3.1% |
|
WW GRAINGER INC | -3.0% |
|
WABTEC CORP | -2.6% |
|
EMERSON ELECTRIC CO | -1.6% |
|
UNION PACIFIC CORP | -1.5% |
|
XYLEM INC | -1.5% |
|
DOVER CORP | -1.4% |
|
PARKER HANNIFIN CORP | -1.4% |
|
CRH PLC | -1.2% |