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
22
# OF OVERLAPPING
HOLDINGS
PAVE
100
HOLDINGS
22%
ALSO IN AIRR
AIRR
52
HOLDINGS
43%
ALSO IN PAVE
SECTOR DRIFT (PAVE 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 PAVE |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
EMCOR GROUP INC | 2.3% | 4.3% | 2.3% |
|
MASTEC INC | 1.8% | 4.3% | 1.8% |
|
STERLING CONSTRUCTION CO | 1.4% | 6.3% | 1.4% |
|
MUELLER INDUSTRIES INC | 0.8% | 1.6% | 0.8% |
|
REGAL BELOIT CORP | 0.7% | 1.7% | 0.7% |
PAVE Overweight Relative to AIRR
|
QUANTA SERVICES INC | 4.6% |
|
CSX CORP | 3.6% |
 |
EATON CORP PLC | 3.4% |
|
TRANE TECHNOLOGIES PLC | 3.4% |
|
HOWMET AEROSPACE INC. | 3.4% |
|
UNION PACIFIC CORP | 3.3% |
|
NORFOLK SOUTHERN CORP | 3.1% |
|
DEERE & CO | 3.0% |
|
SEMPRA ENERGY | 3.0% |
|
ROCKWELL AUTOMATION INC | 3.0% |
PAVE Underweight Relative to AIRR
|
STERLING CONSTRUCTION CO | -4.9% |
|
COMFORT SYSTEMS USA INC | -4.6% |
|
SAIA INC | -4.0% |
|
ARGAN INC | -3.9% |
|
C.H. ROBINSON WORLDWIDE INC | -3.7% |
|
BWX TECHNOLOGIES, INC. | -3.3% |
|
HUNTINGTON INGALLS INDUSTRIE | -3.0% |
|
OWENS CORNING | -2.9% |
|
DYCOM INDUSTRIES INC | -2.7% |
|
KRATOS DEFENSE & SECURITY | -2.6% |