Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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53
Number of overlapping holdings
33.1%
% of IFRA's 162 holdings also in PAVE
54.1%
% of PAVE's 99 holdings also in IFRA
Overlap by Weight
Sector Drift (IFRA minus PAVE)
Overlapping Holdings
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| Company | Weight in IFRA |
Weight in PAVE |
Overlap | |
|---|---|---|---|---|
 |
SEMPRA ENERGY | 0.7% | 2.8% | 0.7% |
|
UNION PACIFIC CORP | 0.7% | 2.6% | 0.7% |
|
MASTEC INC | 0.6% | 0.7% | 0.6% |
|
CSX CORP | 0.6% | 2.5% | 0.6% |
|
TETRA TECH INC | 0.6% | 0.9% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
IFRA Overweight Relative to PAVE
|
VISTRA ENERGY CORP. | 1.2% |
|
NRG ENERGY INC | 1.0% |
|
NEXTERA ENERGY GROUP | 0.9% |
|
MGE ENERGY INC | 0.9% |
|
CONSTELLATION ENERGY CORPORATION | 0.9% |
|
EQUITRANS MIDSTREAM CORP. | 0.8% |
 |
TASEKO MINES LTD | 0.8% |
|
PUBLIC SERVICE ENTERPRISE GP | 0.8% |
|
DOMINION RESOURCES INC/VA | 0.8% |
|
AVANGRID, INC. | 0.8% |
IFRA Underweight Relative to PAVE
 |
EATON CORP PLC | -3.5% |
|
TRANE TECHNOLOGIES PLC | -3.4% |
|
EMERSON ELECTRIC CO | -3.1% |
|
PARKER HANNIFIN CORP | -3.1% |
|
DEERE & CO | -2.7% |
|
MARTIN MARIETTA MATERIALS | -2.6% |
|
UNITED RENTALS INC | -2.6% |
|
HOWMET AEROSPACE INC. | -2.6% |
|
FASTENAL CO | -2.5% |
|
QUANTA SERVICES INC | -2.5% |