Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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56
Number of overlapping holdings
56.6%
% of HWAY's 100 holdings also in IFRA
37.3%
% of IFRA's 156 holdings also in HWAY
Overlap by Weight
Sector Drift (HWAY minus IFRA)
Overlapping Holdings
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| Company | Weight in HWAY |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 1.2% | 0.8% | 0.8% |
|
QUANTA SERVICES INC | 3.7% | 0.7% | 0.7% |
|
NORFOLK SOUTHERN CORP | 4.0% | 0.7% | 0.7% |
|
CSX CORP | 4.0% | 0.7% | 0.7% |
|
UNITED STATES STEEL CORP | 0.8% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
HWAY Overweight Relative to IFRA
|
DEERE & CO | 5.6% |
 |
CRH PLC | 5.2% |
|
EMERSON ELECTRIC CO | 4.6% |
|
WW GRAINGER INC | 3.7% |
|
FASTENAL CO | 3.7% |
|
UNION PACIFIC CORP | 3.7% |
|
CATERPILLAR INC | 3.3% |
|
NORFOLK SOUTHERN CORP | 3.3% |
|
CSX CORP | 3.3% |
|
QUANTA SERVICES INC | 2.9% |
HWAY Underweight Relative to IFRA
|
NRG ENERGY INC | -1.0% |
|
CONSTELLATION ENERGY CORPORATION | -0.9% |
|
DT MIDSTREAM, INC. | -0.9% |
|
CENTERPOINT ENERGY INC | -0.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | -0.9% |
|
PNM RESOURCES INC | -0.9% |
|
FIRSTENERGY CORP | -0.9% |
|
TRANSCANADA CORP | -0.9% |
|
WILLIAMS COS INC | -0.8% |
|
SEMPRA ENERGY | -0.8% |