Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
4.3%
% of AIRR's 48 holdings also in EVX
8.7%
% of EVX's 25 holdings also in AIRR
Overlap by Weight
Sector Drift (AIRR minus EVX)
Overlapping Holdings
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Company | Weight in AIRR |
Weight in EVX |
Overlap | |
---|---|---|---|---|
CLEAN HARBORS INC | 3.3% | 3.6% | 3.3% | |
ARIS WATER SOLUTIONS, INC. CLASS A | 0.8% | 3.1% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
AIRR Overweight Relative to EVX
POWELL INDUSTRIES INC | 4.7% | |
BLUE BIRD CORPORATION | 4.6% | |
COMFORT SYSTEMS USA INC | 4.6% | |
EMCOR GROUP INC | 4.5% | |
STERLING CONSTRUCTION CO | 4.1% | |
MASTEC INC | 3.8% | |
DYCOM INDUSTRIES INC | 3.7% | |
ATKORE INTERNATIONAL GROUP INC. | 3.7% | |
HUBBELL INCORPORATED CLASS B | 3.6% | |
SPX CORP | 3.5% |
AIRR Underweight Relative to EVX
WASTE MANAGEMENT INC | -11.1% | |
REPUBLIC SERVICES INC | -10.7% | |
WASTE CONNECTIONS, INC. | -10.7% | |
ECOLAB INC | -10.6% | |
TENNANT CO | -4.4% | |
MONTROSE ENVIRONMENTAL GROUP INC | -3.8% | |
DONALDSON CO INC | -3.7% | |
VERALTO CORPORATION | -3.7% | |
CASELLA WASTE SYSTEMS INC-A | -3.7% | |
TETRA TECH INC | -3.6% |