Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
12%

OVERLAP
BY WEIGHT
21

# OF OVERLAPPING
HOLDINGS
HWAY
99
HOLDINGS
21%
ALSO IN AIRR
AIRR
53
HOLDINGS
42%
ALSO IN HWAY
SECTOR DRIFT (HWAY minus AIRR)
OVERLAPPING HOLDINGS

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Company Weight
in HWAY
Weight
in AIRR
Overlap
COMFORT SYSTEMS USA INC 2.2% 4.2% 2.2%
EMCOR GROUP INC 1.9% 3.5% 1.9%
STERLING CONSTRUCTION CO 0.8% 3.7% 0.8%
APPLIED INDUSTRIAL TECH INC 0.7% 1.4% 0.7%
SPX TECHNOLOGIES 0.7% 1.6% 0.7%
HWAY Overweight Relative to AIRR
PARKER HANNIFIN CORP 5.1%
CATERPILLAR INC 5.1%
DEERE & CO 4.6%
EMERSON ELECTRIC CO 4.4%
NORFOLK SOUTHERN CORP 4.3%
CRH PLC 4.3%
CSX CORP 4.3%
UNION PACIFIC CORP 4.3%
QUANTA SERVICES INC 4.3%
UNITED RENTALS INC 3.6%
HWAY Underweight Relative to AIRR
C.H. ROBINSON WORLDWIDE INC -4.2%
MASTEC INC -3.6%
KIRBY CORP -3.6%
BWX TECHNOLOGIES, INC. -3.4%
HUNTINGTON INGALLS INDUSTRIE -3.4%
FNB CORP -3.2%
CORE & MAIN, INC. CLASS A -3.2%
SAIA INC -3.1%
STERLING CONSTRUCTION CO -2.9%
KRATOS DEFENSE & SECURITY -2.9%
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