Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
NRSH
30
HOLDINGS
20%
ALSO IN AIRR
AIRR
53
HOLDINGS
12%
ALSO IN NRSH
SECTOR DRIFT (NRSH minus AIRR)
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 NRSH |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
C.H. ROBINSON WORLDWIDE INC | 3.3% | 3.5% | 3.3% |
|
EMCOR GROUP INC | 3.4% | 3.0% | 3.0% |
|
APPLIED INDUSTRIAL TECH INC | 3.3% | 2.7% | 2.7% |
|
CONSTRUCTION PARTNERS, INC. CLASS A | 3.4% | 2.3% | 2.3% |
|
SPX TECHNOLOGIES | 3.3% | 1.3% | 1.3% |
NRSH Overweight Relative to AIRR
|
APPLIED BLOCKCHAIN INC | 3.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.7% |
|
CIENA CORP | 3.6% |
|
A10 NETWORKS INC | 3.5% |
|
GE AEROSPACE | 3.5% |
|
CURTISS-WRIGHT CORP | 3.4% |
|
ARISTA NETWORKS, INC. | 3.4% |
|
AECOM TECHNOLOGY CORP | 3.4% |
|
VECTRUS INC | 3.4% |
|
CISCO SYSTEMS INC | 3.3% |
NRSH Underweight Relative to AIRR
|
KRATOS DEFENSE & SECURITY | -4.4% |
|
COMFORT SYSTEMS USA INC | -3.9% |
|
BWX TECHNOLOGIES, INC. | -3.4% |
|
STERLING CONSTRUCTION CO | -3.2% |
|
AAON INC | -3.2% |
|
ADVANCED DRAINAGE SYSTEMS INC | -3.1% |
|
MASTEC INC | -3.1% |
|
DYCOM INDUSTRIES INC | -3.0% |
|
PRIMORIS SERVICES CORP | -2.9% |
|
HUNTINGTON INGALLS INDUSTRIE | -2.9% |