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
22%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
LVDS
137
HOLDINGS
6%
ALSO IN HWAY
HWAY
98
HOLDINGS
8%
ALSO IN LVDS
SECTOR DRIFT (LVDS 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 LVDS |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
CSX CORP | 4.3% | 4.3% | 4.3% |
|
DEERE & CO | 4.5% | 4.0% | 4.0% |
|
NORFOLK SOUTHERN CORP | 3.6% | 3.4% | 3.4% |
|
PARKER HANNIFIN CORP | 3.3% | 4.1% | 3.3% |
|
VULCAN MATERIALS CO | 2.1% | 2.0% | 2.0% |
LVDS Overweight Relative to HWAY
|
MICRON TECHNOLOGY INC | 17.0% |
|
ALPHABET INC. CLASS C | 14.1% |
|
AMAZON.COM INC | 8.9% |
|
EXXON MOBIL CORP | 8.5% |
|
BANK OF AMERICA CORP | 8.2% |
|
WELLS FARGO & CO | 7.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 7.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.0% |
|
ADVANCED MICRO DEVICES | 6.8% |
|
ANALOG DEVICES INC | 6.8% |
LVDS Underweight Relative to HWAY
|
QUANTA SERVICES INC | -5.0% |
|
EMERSON ELECTRIC CO | -4.3% |
|
UNION PACIFIC CORP | -4.3% |
|
CRH PLC | -4.0% |
|
COMFORT SYSTEMS USA INC | -3.5% |
|
UNITED RENTALS INC | -3.5% |
|
CATERPILLAR INC | -3.4% |
|
WW GRAINGER INC | -3.0% |
|
NUCOR CORP | -2.9% |
|
FASTENAL CO | -2.7% |