Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
PAVE
100
HOLDINGS
52%
ALSO IN IFRA
IFRA
161
HOLDINGS
33%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus IFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.1% | 4.0% | 4.0% |
|
CSX CORP | 3.6% | 3.4% | 3.4% |
|
UNION PACIFIC CORP | 3.2% | 4.0% | 3.2% |
|
NORFOLK SOUTHERN CORP | 3.0% | 2.7% | 2.7% |
|
UNITED RENTALS INC | 3.1% | 2.6% | 2.6% |
PAVE Overweight Relative to IFRA
 |
EATON CORP PLC | 3.2% |
|
TRANE TECHNOLOGIES PLC | 3.2% |
|
HOWMET AEROSPACE INC. | 3.2% |
|
DEERE & CO | 3.1% |
|
ROCKWELL AUTOMATION INC | 2.9% |
|
FASTENAL CO | 2.9% |
|
PARKER HANNIFIN CORP | 2.6% |
|
EMERSON ELECTRIC CO | 2.5% |
|
CRH PLC | 2.3% |
|
SEMPRA ENERGY | 1.4% |
PAVE Underweight Relative to IFRA
|
CATERPILLAR INC | -5.0% |
|
NEXTERA ENERGY GROUP | -3.5% |
|
SOUTHERN CO | -2.6% |
|
COMFORT SYSTEMS USA INC | -2.5% |
|
DUKE ENERGY CORP | -2.4% |
|
WILLIAMS COS INC | -2.2% |
|
CONSTELLATION ENERGY CORPORATION | -2.2% |
 |
TRANSCANADA CORP | -1.8% |
|
AMERICAN ELECTRIC POWER | -1.8% |
|
KINDER MORGAN INC | -1.5% |