Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
PAVE
98
HOLDINGS
13%
ALSO IN CCSO
CCSO
109
HOLDINGS
11%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus CCSO)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 3.4% | 5.2% | 3.4% |
|
NUCOR CORP | 2.6% | 3.6% | 2.6% |
|
STEEL DYNAMICS INC | 1.7% | 2.2% | 1.7% |
|
HUBBELL INCORPORATED CLASS B | 1.6% | 2.2% | 1.6% |
|
TOPBUILD CORP | 0.9% | 1.1% | 0.9% |
PAVE Overweight Relative to CCSO
|
HOWMET AEROSPACE INC. | 4.4% |
|
PARKER HANNIFIN CORP | 3.5% |
 |
CRH PLC | 3.2% |
|
UNITED RENTALS INC | 3.0% |
|
FASTENAL CO | 3.0% |
|
EMERSON ELECTRIC CO | 2.9% |
|
NORFOLK SOUTHERN CORP | 2.9% |
|
ROCKWELL AUTOMATION INC | 2.9% |
|
CSX CORP | 2.8% |
|
DEERE & CO | 2.8% |
PAVE Underweight Relative to CCSO
|
SOUTHERN COPPER CORP | -6.8% |
|
WASTE MANAGEMENT INC | -5.0% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.0% |
|
GE VERONA | -5.0% |
|
CARRIER GLOBAL CORP. | -4.7% |
|
REPUBLIC SERVICES INC | -4.7% |
 |
CAMECO CORP | -4.6% |
|
WASTE CONNECTIONS, INC. | -3.9% |
|
FIRST SOLAR INC | -2.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.2% |