Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
AIRR
53
HOLDINGS
14%
ALSO IN NRSH
NRSH
30
HOLDINGS
23%
ALSO IN AIRR
SECTOR DRIFT (AIRR minus NRSH)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in AIRR |
Weight in NRSH |
Overlap | |
|---|---|---|---|---|
 |
EMCOR GROUP INC | 3.0% | 3.3% | 3.0% |
|
MASTEC INC | 2.8% | 3.3% | 2.8% |
|
STERLING CONSTRUCTION CO | 2.7% | 3.4% | 2.7% |
|
PRIMORIS SERVICES CORP | 2.6% | 3.4% | 2.6% |
|
ARGAN INC | 2.1% | 3.3% | 2.1% |
AIRR Overweight Relative to NRSH
|
KRATOS DEFENSE & SECURITY | 3.5% |
|
ADVANCED DRAINAGE SYSTEMS INC | 3.5% |
|
C.H. ROBINSON WORLDWIDE INC | 3.5% |
|
COMFORT SYSTEMS USA INC | 3.4% |
|
BWX TECHNOLOGIES, INC. | 3.2% |
|
AAON INC | 3.1% |
|
OWENS CORNING | 3.0% |
|
SAIA INC | 3.0% |
|
CORE & MAIN, INC. CLASS A | 2.9% |
|
HUNTINGTON INGALLS INDUSTRIE | 2.9% |
AIRR Underweight Relative to NRSH
|
APPLIED BLOCKCHAIN INC | -3.8% |
|
CLEAR SECURE, INC. CLASS A | -3.6% |
|
ADTRAN INC | -3.4% |
|
CALIX INC | -3.4% |
|
MYR GROUP INC/DELAWARE | -3.4% |
|
CROWN CASTLE INTL CORP | -3.4% |
|
CISCO SYSTEMS INC | -3.4% |
|
AXON ENTERPRISE INC | -3.4% |
|
API GROUP CORPORATION | -3.4% |
|
WOODWARD INC | -3.3% |