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
POWR
67
HOLDINGS
58%
ALSO IN IFRA
IFRA
161
HOLDINGS
24%
ALSO IN POWR
SECTOR DRIFT (POWR minus IFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in POWR |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 6.9% | 4.0% | 4.0% |
|
NEXTERA ENERGY GROUP | 5.3% | 3.5% | 3.5% |
|
SOUTHERN CO | 3.6% | 2.6% | 2.6% |
|
DUKE ENERGY CORP | 3.4% | 2.4% | 2.4% |
|
CONSTELLATION ENERGY CORPORATION | 2.8% | 2.2% | 2.2% |
POWR Overweight Relative to IFRA
 |
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% |
POWR Underweight Relative to IFRA
|
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% |