Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
31
# OF OVERLAPPING
HOLDINGS
MAGA
150
HOLDINGS
21%
ALSO IN IFRA
IFRA
152
HOLDINGS
21%
ALSO IN MAGA
SECTOR DRIFT (MAGA minus IFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in MAGA |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
BUILDERS FIRSTSOURCE INC | 0.7% | 0.7% | 0.7% |
|
UNITED RENTALS INC | 0.7% | 0.7% | 0.7% |
|
ATMOS ENERGY CORP | 0.7% | 0.8% | 0.7% |
|
FIRSTENERGY CORP | 0.7% | 0.8% | 0.7% |
|
EVERGY, INC. | 0.7% | 0.8% | 0.7% |
MAGA Overweight Relative to IFRA
|
TESLA MOTORS INC | 0.8% |
|
ROCKET COMPANIES INC CLASS A | 0.8% |
 |
CRH PLC | 0.8% |
|
LENNAR CORP-CL A | 0.8% |
|
DR HORTON INC | 0.8% |
|
LENNAR CORP - B SHS | 0.8% |
|
VALERO ENERGY CORP | 0.8% |
|
DELTA AIR LINES INC | 0.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | 0.7% |
|
DOW, INC. | 0.7% |
MAGA Underweight Relative to IFRA
|
PRIMORIS SERVICES CORP | -0.9% |
|
TUTOR PERINI CORP | -0.9% |
|
HAWAIIAN ELECTRIC INDS | -0.9% |
|
CLEVELAND-CLIFFS INC | -0.9% |
|
STERLING CONSTRUCTION CO | -0.9% |
|
BOWMAN CONSULTING GROUP, LTD. | -0.8% |
|
NORFOLK SOUTHERN CORP | -0.8% |
|
SEMPRA ENERGY | -0.8% |
|
COMFORT SYSTEMS USA INC | -0.8% |
|
IDACORP INC | -0.8% |