Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
24%
OVERLAP
BY WEIGHT
54
# OF OVERLAPPING
HOLDINGS
IFRA
153
HOLDINGS
37%
ALSO IN HWAY
HWAY
96
HOLDINGS
57%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus HWAY)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IFRA |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
NORFOLK SOUTHERN CORP | 0.8% | 4.7% | 0.8% |
|
UNION PACIFIC CORP | 0.8% | 3.8% | 0.8% |
|
CSX CORP | 0.8% | 4.3% | 0.8% |
|
STERLING CONSTRUCTION CO | 0.7% | 0.7% | 0.7% |
|
COMFORT SYSTEMS USA INC | 0.7% | 2.0% | 0.7% |
IFRA Overweight Relative to HWAY
|
NRG ENERGY INC | 0.9% |
|
WILLIAMS COS INC | 0.9% |
|
CONSTELLATION ENERGY CORPORATION | 0.9% |
|
EVERSOURCE ENERGY | 0.9% |
|
SEMPRA ENERGY | 0.9% |
|
XCEL ENERGY INC | 0.9% |
|
KINETIK HOLDINGS | 0.9% |
|
MDU RESOURCES GROUP INC | 0.8% |
|
DT MIDSTREAM, INC. | 0.8% |
|
ANTERO MIDSTREAM CORP. | 0.8% |
IFRA Underweight Relative to HWAY
|
CATERPILLAR INC | -5.1% |
 |
CRH PLC | -4.5% |
|
EMERSON ELECTRIC CO | -4.5% |
|
FASTENAL CO | -3.9% |
|
NORFOLK SOUTHERN CORP | -3.9% |
|
DEERE & CO | -3.9% |
|
UNITED RENTALS INC | -3.8% |
|
QUANTA SERVICES INC | -3.5% |
|
CSX CORP | -3.5% |
|
WW GRAINGER INC | -3.2% |