Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
43%
OVERLAP
BY WEIGHT
56
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
36%
ALSO IN HWAY
HWAY
98
HOLDINGS
57%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus HWAY)
OVERLAPPING HOLDINGS
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| Company | Weight in IFRA |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
CATERPILLAR INC | 4.3% | 5.2% | 4.3% |
|
QUANTA SERVICES INC | 3.7% | 5.0% | 3.7% |
|
UNION PACIFIC CORP | 3.7% | 4.3% | 3.7% |
|
CSX CORP | 3.0% | 4.3% | 3.0% |
|
COMFORT SYSTEMS USA INC | 2.4% | 3.5% | 2.4% |
IFRA Overweight Relative to HWAY
|
NEXTERA ENERGY GROUP | 4.0% |
|
SOUTHERN CO | 2.9% |
|
DUKE ENERGY CORP | 2.6% |
|
CONSTELLATION ENERGY CORPORATION | 2.5% |
|
WILLIAMS COS INC | 2.4% |
|
AMERICAN ELECTRIC POWER | 1.9% |
 |
TRANSCANADA CORP | 1.9% |
|
KINDER MORGAN INC | 1.7% |
|
DOMINION RESOURCES INC/VA | 1.6% |
|
SEMPRA ENERGY | 1.6% |
IFRA Underweight Relative to HWAY
|
EMERSON ELECTRIC CO | -4.3% |
|
PARKER HANNIFIN CORP | -4.1% |
|
DEERE & CO | -4.0% |
 |
CRH PLC | -4.0% |
|
WW GRAINGER INC | -3.0% |
|
FASTENAL CO | -2.7% |
|
WABTEC CORP | -2.4% |
|
DOVER CORP | -1.5% |
|
XYLEM INC | -1.4% |
|
CSX CORP | -1.3% |