Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
33%
ALSO IN PAVE
PAVE
100
HOLDINGS
52%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus PAVE)
OVERLAPPING HOLDINGS
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| Company | Weight in IFRA |
Weight in PAVE |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.3% | 4.3% | 4.3% |
|
CSX CORP | 3.3% | 3.4% | 3.3% |
|
UNION PACIFIC CORP | 3.9% | 3.1% | 3.1% |
|
NORFOLK SOUTHERN CORP | 2.7% | 3.0% | 2.7% |
|
UNITED RENTALS INC | 2.3% | 2.7% | 2.3% |
IFRA Overweight Relative to PAVE
|
CATERPILLAR INC | 5.0% |
|
NEXTERA ENERGY GROUP | 3.9% |
|
COMFORT SYSTEMS USA INC | 2.7% |
|
SOUTHERN CO | 2.6% |
|
CONSTELLATION ENERGY CORPORATION | 2.6% |
|
DUKE ENERGY CORP | 2.4% |
|
WILLIAMS COS INC | 2.2% |
|
AMERICAN ELECTRIC POWER | 1.8% |
 |
TRANSCANADA CORP | 1.7% |
|
KINDER MORGAN INC | 1.5% |
IFRA Underweight Relative to PAVE
|
HOWMET AEROSPACE INC. | -3.4% |
 |
EATON CORP PLC | -3.3% |
|
TRANE TECHNOLOGIES PLC | -3.3% |
|
DEERE & CO | -3.0% |
|
ROCKWELL AUTOMATION INC | -2.9% |
|
FASTENAL CO | -2.7% |
|
EMERSON ELECTRIC CO | -2.6% |
|
PARKER HANNIFIN CORP | -2.5% |
|
CRH PLC | -2.5% |
|
HUBBELL INCORPORATED CLASS B | -1.4% |