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
5
# OF OVERLAPPING
HOLDINGS
HWAY
99
HOLDINGS
5%
ALSO IN NUMG
NUMG
42
HOLDINGS
12%
ALSO IN HWAY
SECTOR DRIFT (HWAY minus NUMG)
OVERLAPPING HOLDINGS
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| Company | Weight in HWAY |
Weight in NUMG |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 5.5% | 7.6% | 5.5% |
|
COMFORT SYSTEMS USA INC | 3.6% | 5.2% | 3.6% |
|
WW GRAINGER INC | 2.8% | 4.0% | 2.8% |
|
EMCOR GROUP INC | 2.1% | 3.6% | 2.1% |
|
VULCAN MATERIALS CO | 1.9% | 2.3% | 1.9% |
HWAY Overweight Relative to NUMG
|
CATERPILLAR INC | 4.9% |
|
UNION PACIFIC CORP | 4.5% |
|
CSX CORP | 4.4% |
|
EMERSON ELECTRIC CO | 4.2% |
 |
CRH PLC | 4.0% |
|
DEERE & CO | 4.0% |
|
PARKER HANNIFIN CORP | 3.8% |
|
NORFOLK SOUTHERN CORP | 3.7% |
|
UNITED RENTALS INC | 3.1% |
|
NUCOR CORP | 2.8% |
HWAY Underweight Relative to NUMG
|
CIENA CORP | -6.2% |
|
CARVANA CO. CLASS A | -4.1% |
|
DATADOG INC CLASS A | -3.7% |
|
IDEXX LABORATORIES INC | -3.5% |
|
INTERACTIVE BROKERS GRO-CL A | -3.3% |
|
ALNYLAM PHARMACEUTICALS INC | -3.2% |
|
AXON ENTERPRISE INC | -2.8% |
|
VEEVA SYSTEMS INC-CLASS A | -2.6% |
|
LIVE NATION INC | -2.6% |
|
VERISK ANALYTICS INC-CLASS A | -2.6% |