Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
GRNJ
59
HOLDINGS
14%
ALSO IN AIRR
AIRR
52
HOLDINGS
16%
ALSO IN GRNJ
SECTOR DRIFT (GRNJ minus AIRR)
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 GRNJ |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
STERLING CONSTRUCTION CO | 3.0% | 6.3% | 3.0% |
|
COMFORT SYSTEMS USA INC | 2.2% | 4.6% | 2.2% |
|
INTEGRATED ELECTRICAL SERVIC | 2.0% | 2.0% | 2.0% |
|
MUELLER INDUSTRIES INC | 1.7% | 1.6% | 1.6% |
|
DYCOM INDUSTRIES INC | 1.6% | 3.4% | 1.6% |
GRNJ Overweight Relative to AIRR
 |
NEBIUS GROUP NV | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% |
|
LUMENTUM HOLDINGS INC | 2.4% |
|
ON SEMICONDUCTOR CORPORATION | 2.4% |
|
SANMINA CORP | 2.3% |
|
IONQ, INC. | 2.3% |
|
RIOT BLOCKCHAIN INC | 2.2% |
 |
FABRINET | 2.1% |
|
HF SINCLAIR CORPORATION | 2.1% |
|
GALAXY DIGITAL INC-A | 2.0% |
GRNJ Underweight Relative to AIRR
|
ARGAN INC | -4.5% |
|
MASTEC INC | -4.3% |
|
EMCOR GROUP INC | -4.3% |
|
SAIA INC | -4.0% |
|
C.H. ROBINSON WORLDWIDE INC | -3.7% |
|
STERLING CONSTRUCTION CO | -3.3% |
|
OWENS CORNING | -2.9% |
|
POWELL INDUSTRIES INC | -2.6% |
|
CLEAN HARBORS INC | -2.6% |
|
KARMAN HOLDINGS INC | -2.5% |