Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
34%
ALSO IN PAVE
PAVE
99
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 | 4.2% | 3.5% | 3.5% |
|
UNION PACIFIC CORP | 4.0% | 3.0% | 3.0% |
|
CSX CORP | 3.5% | 2.9% | 2.9% |
|
NORFOLK SOUTHERN CORP | 2.9% | 2.9% | 2.9% |
|
UNITED RENTALS INC | 2.6% | 3.0% | 2.6% |
IFRA Overweight Relative to PAVE
|
CATERPILLAR INC | 4.1% |
|
NEXTERA ENERGY GROUP | 3.9% |
|
CONSTELLATION ENERGY CORPORATION | 3.0% |
|
SOUTHERN CO | 2.9% |
|
DUKE ENERGY CORP | 2.7% |
|
WILLIAMS COS INC | 2.6% |
|
COMFORT SYSTEMS USA INC | 2.4% |
|
AMERICAN ELECTRIC POWER | 2.0% |
|
KINDER MORGAN INC | 1.9% |
 |
TRANSCANADA CORP | 1.8% |
IFRA Underweight Relative to PAVE
|
EMERSON ELECTRIC CO | -3.6% |
|
FASTENAL CO | -3.6% |
 |
EATON CORP PLC | -3.3% |
|
DEERE & CO | -3.3% |
|
TRANE TECHNOLOGIES PLC | -3.2% |
|
PARKER HANNIFIN CORP | -3.2% |
|
ROCKWELL AUTOMATION INC | -3.0% |
|
CRH PLC | -2.7% |
|
HOWMET AEROSPACE INC. | -2.5% |
|
HUBBELL INCORPORATED CLASS B | -1.5% |