Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
NRSH
30
HOLDINGS
17%
ALSO IN AIRR
AIRR
58
HOLDINGS
9%
ALSO IN NRSH
SECTOR DRIFT (NRSH minus AIRR)
OVERLAPPING HOLDINGS
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| Company | Weight in NRSH |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
BWX TECHNOLOGIES, INC. | 3.1% | 2.9% | 2.9% |
|
STERLING CONSTRUCTION CO | 3.3% | 2.9% | 2.9% |
|
SPX TECHNOLOGIES | 2.9% | 2.8% | 2.8% |
|
DYCOM INDUSTRIES INC | 2.9% | 2.5% | 2.5% |
|
ZURN WATER SOLUTIONS CORPORATION | 3.3% | 0.9% | 0.9% |
NRSH Overweight Relative to AIRR
|
TENABLE HOLDINGS, INC. | 4.5% |
|
QUALYS INC | 4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.4% |
|
CIENA CORP | 4.2% |
|
NETAPP INC | 3.9% |
|
EXTREME NETWORKS INC | 3.6% |
|
QUANTA SERVICES INC | 3.6% |
 |
PROMOTORA Y OPERADORA DE INF | 3.5% |
 |
MULLEN GROUP LTD | 3.5% |
|
LAM RESEARCH CORP | 3.5% |
NRSH Underweight Relative to AIRR
|
FORGENT POWER SOLUTIONS-CL A | -3.6% |
|
INTEGRATED ELECTRICAL SERVIC | -3.6% |
|
NEXTRACKER, INC. CLASS A | -3.1% |
|
KRATOS DEFENSE & SECURITY | -3.1% |
|
POWELL INDUSTRIES INC | -3.0% |
|
REGAL BELOIT CORP | -2.9% |
|
SAIA INC | -2.8% |
|
PRIMORIS SERVICES CORP | -2.8% |
|
CLEAN HARBORS INC | -2.7% |
|
OWENS CORNING | -2.7% |