Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
35%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
PAVE
100
HOLDINGS
52%
ALSO IN IFRA
IFRA
161
HOLDINGS
34%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus IFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
UNION PACIFIC CORP | 3.1% | 4.6% | 3.1% |
|
QUANTA SERVICES INC | 3.0% | 3.5% | 3.0% |
|
CSX CORP | 3.0% | 3.5% | 3.0% |
|
NORFOLK SOUTHERN CORP | 3.1% | 2.9% | 2.9% |
|
UNITED RENTALS INC | 3.0% | 2.5% | 2.5% |
PAVE Overweight Relative to IFRA
|
FASTENAL CO | 3.4% |
|
EMERSON ELECTRIC CO | 3.3% |
|
DEERE & CO | 3.2% |
|
PARKER HANNIFIN CORP | 3.1% |
 |
EATON CORP PLC | 3.1% |
|
CRH PLC | 3.0% |
|
ROCKWELL AUTOMATION INC | 2.9% |
|
HOWMET AEROSPACE INC. | 2.9% |
|
TRANE TECHNOLOGIES PLC | 2.9% |
|
HUBBELL INCORPORATED CLASS B | 1.4% |
PAVE Underweight Relative to IFRA
|
NEXTERA ENERGY GROUP | -4.0% |
|
CATERPILLAR INC | -3.7% |
|
SOUTHERN CO | -2.8% |
|
DUKE ENERGY CORP | -2.6% |
|
CONSTELLATION ENERGY CORPORATION | -2.6% |
|
WILLIAMS COS INC | -2.4% |
|
COMFORT SYSTEMS USA INC | -2.1% |
|
AMERICAN ELECTRIC POWER | -1.9% |
 |
TRANSCANADA CORP | -1.8% |
|
KINDER MORGAN INC | -1.7% |