Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
HWAY
98
HOLDINGS
22%
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 | 3.1% | 4.5% | 3.1% |
|
EMCOR GROUP INC | 2.0% | 3.5% | 2.0% |
|
STERLING CONSTRUCTION CO | 0.7% | 4.0% | 0.7% |
|
DYCOM INDUSTRIES INC | 0.7% | 3.3% | 0.7% |
|
INTEGRATED ELECTRICAL SERVIC | 0.6% | 1.9% | 0.6% |
HWAY Overweight Relative to AIRR
|
CATERPILLAR INC | 6.1% |
|
DEERE & CO | 5.1% |
|
PARKER HANNIFIN CORP | 5.1% |
|
QUANTA SERVICES INC | 4.8% |
|
CSX CORP | 4.5% |
|
EMERSON ELECTRIC CO | 4.3% |
|
UNION PACIFIC CORP | 4.2% |
|
NORFOLK SOUTHERN CORP | 3.9% |
 |
CRH PLC | 3.8% |
|
FASTENAL CO | 3.2% |
HWAY Underweight Relative to AIRR
|
MASTEC INC | -4.8% |
|
ARGAN INC | -4.6% |
|
PRIMORIS SERVICES CORP | -3.5% |
|
SAIA INC | -3.3% |
|
STERLING CONSTRUCTION CO | -3.3% |
|
BWX TECHNOLOGIES, INC. | -3.2% |
|
HUNTINGTON INGALLS INDUSTRIE | -2.9% |
|
C.H. ROBINSON WORLDWIDE INC | -2.8% |
|
CORE & MAIN, INC. CLASS A | -2.7% |
|
DYCOM INDUSTRIES INC | -2.6% |