Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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49
Number of overlapping holdings
32.7%
% of IFRA's 156 holdings also in PAVE
49.5%
% of PAVE's 99 holdings also in IFRA
Overlap by Weight
Sector Drift (IFRA minus PAVE)
Overlapping Holdings
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| Company | Weight in IFRA |
Weight in PAVE |
Overlap | |
|---|---|---|---|---|
 |
SEMPRA ENERGY | 0.8% | 3.0% | 0.8% |
|
NORFOLK SOUTHERN CORP | 0.7% | 3.1% | 0.7% |
|
CSX CORP | 0.7% | 3.0% | 0.7% |
|
UNION PACIFIC CORP | 0.7% | 3.2% | 0.7% |
|
UNITED STATES STEEL CORP | 0.7% | 0.8% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
IFRA Overweight Relative to PAVE
|
PNM RESOURCES INC | 0.9% |
|
NRG ENERGY INC | 0.9% |
|
CENTERPOINT ENERGY INC | 0.9% |
|
EXELON CORP | 0.9% |
|
CONSOLIDATED EDISON INC | 0.9% |
|
P G & E CORP | 0.9% |
|
FIRSTENERGY CORP | 0.9% |
|
DT MIDSTREAM, INC. | 0.9% |
|
CALIFORNIA WATER SERVICE GRP | 0.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | 0.9% |
IFRA Underweight Relative to PAVE
|
FASTENAL CO | -3.9% |
|
HOWMET AEROSPACE INC. | -3.6% |
|
DEERE & CO | -3.5% |
 |
TRANE TECHNOLOGIES PLC | -3.1% |
|
CRH PLC | -3.1% |
|
PARKER HANNIFIN CORP | -3.0% |
|
EMERSON ELECTRIC CO | -2.8% |
|
EATON CORP PLC | -2.7% |
|
UNION PACIFIC CORP | -2.5% |
|
NORFOLK SOUTHERN CORP | -2.3% |