Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
47
# OF OVERLAPPING
HOLDINGS
PAVE
98
HOLDINGS
49%
ALSO IN IFRA
IFRA
151
HOLDINGS
32%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus IFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
SEMPRA ENERGY | 3.2% | 0.9% | 0.9% |
|
CSX CORP | 2.9% | 0.8% | 0.8% |
|
CARPENTER TECHNOLOGY | 1.1% | 0.8% | 0.8% |
|
NORFOLK SOUTHERN CORP | 3.1% | 0.8% | 0.8% |
|
UNION PACIFIC CORP | 2.5% | 0.8% | 0.8% |
PAVE Overweight Relative to IFRA
|
HOWMET AEROSPACE INC. | 4.5% |
|
PARKER HANNIFIN CORP | 3.5% |
 |
CRH PLC | 3.1% |
|
FASTENAL CO | 3.0% |
|
TRANE TECHNOLOGIES PLC | 3.0% |
|
DEERE & CO | 2.8% |
|
ROCKWELL AUTOMATION INC | 2.8% |
|
EMERSON ELECTRIC CO | 2.7% |
|
QUANTA SERVICES INC | 2.7% |
|
EATON CORP PLC | 2.7% |
PAVE Underweight Relative to IFRA
|
NEXTERA ENERGY GROUP | -0.9% |
|
BLACK HILLS CORP | -0.9% |
|
EVERSOURCE ENERGY | -0.9% |
|
PORTLAND GENERAL ELECTRIC CO | -0.9% |
|
SPIRE, INC. | -0.9% |
|
NORTHWEST NATURAL GAS CO | -0.9% |
|
NORTHWESTERN CORP | -0.9% |
|
AMERICAN ELECTRIC POWER | -0.9% |
|
CONSTELLATION ENERGY CORPORATION | -0.9% |
|
NRG ENERGY INC | -0.9% |