Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
34%
ALSO IN PAVE
PAVE
99
HOLDINGS
53%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus PAVE)
OVERLAPPING HOLDINGS
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| Company | Weight in IFRA |
Weight in PAVE |
Overlap | |
|---|---|---|---|---|
 |
UNION PACIFIC CORP | 4.4% | 3.6% | 3.6% |
|
CSX CORP | 3.5% | 4.0% | 3.5% |
|
QUANTA SERVICES INC | 3.3% | 3.6% | 3.3% |
|
NORFOLK SOUTHERN CORP | 2.8% | 3.3% | 2.8% |
|
UNITED RENTALS INC | 2.5% | 3.2% | 2.5% |
IFRA Overweight Relative to PAVE
|
NEXTERA ENERGY GROUP | 4.1% |
|
CATERPILLAR INC | 3.8% |
|
SOUTHERN CO | 3.0% |
|
DUKE ENERGY CORP | 2.8% |
|
CONSTELLATION ENERGY CORPORATION | 2.5% |
|
WILLIAMS COS INC | 2.5% |
|
COMFORT SYSTEMS USA INC | 2.1% |
|
AMERICAN ELECTRIC POWER | 2.0% |
 |
TRANSCANADA CORP | 1.9% |
|
KINDER MORGAN INC | 1.7% |
IFRA Underweight Relative to PAVE
|
HOWMET AEROSPACE INC. | -3.6% |
 |
TRANE TECHNOLOGIES PLC | -3.3% |
|
EATON CORP PLC | -3.3% |
|
DEERE & CO | -3.2% |
|
ROCKWELL AUTOMATION INC | -2.9% |
|
PARKER HANNIFIN CORP | -2.8% |
|
FASTENAL CO | -2.8% |
|
EMERSON ELECTRIC CO | -2.7% |
|
CRH PLC | -2.2% |
|
HUBBELL INCORPORATED CLASS B | -1.4% |