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
37.3%
% of IFRA's 156 holdings also in HWAY
56.6%
% of HWAY's 100 holdings also in IFRA
Overlap by Weight
Sector Drift (IFRA minus HWAY)
Overlapping Holdings
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| Company | Weight in IFRA |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
NORFOLK SOUTHERN CORP | 0.7% | 4.3% | 0.7% |
|
CSX CORP | 0.7% | 4.1% | 0.7% |
|
UNION PACIFIC CORP | 0.7% | 4.8% | 0.7% |
|
UNITED STATES STEEL CORP | 0.7% | 0.8% | 0.7% |
|
VULCAN MATERIALS CO | 0.6% | 2.8% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
IFRA Overweight Relative to HWAY
|
PNM RESOURCES INC | 0.9% |
|
NRG ENERGY INC | 0.9% |
|
DT MIDSTREAM, INC. | 0.9% |
|
EXELON CORP | 0.9% |
|
FIRSTENERGY CORP | 0.9% |
|
CENTERPOINT ENERGY INC | 0.9% |
|
CONSOLIDATED EDISON INC | 0.9% |
|
P G & E CORP | 0.9% |
|
WILLIAMS COS INC | 0.9% |
|
CALIFORNIA WATER SERVICE GRP | 0.9% |
IFRA Underweight Relative to HWAY
|
DEERE & CO | -5.7% |
 |
CRH PLC | -4.8% |
|
EMERSON ELECTRIC CO | -4.6% |
|
UNION PACIFIC CORP | -4.1% |
|
FASTENAL CO | -4.0% |
|
WW GRAINGER INC | -3.8% |
|
NORFOLK SOUTHERN CORP | -3.6% |
|
CSX CORP | -3.4% |
|
CATERPILLAR INC | -3.3% |
|
UNITED RENTALS INC | -2.8% |