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
48
Number of overlapping holdings
49.0%
% of PAVE's 99 holdings also in IFRA
32.2%
% of IFRA's 155 holdings also in PAVE
Overlap by Weight
Sector Drift (PAVE minus IFRA)
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 IFRA |
Overlap | |
|---|---|---|---|---|
 |
ALLEGHENY TECHNOLOGIES INC | 0.9% | 0.8% | 0.8% |
|
SEMPRA ENERGY | 2.9% | 0.8% | 0.8% |
|
UNITED STATES STEEL CORP | 0.9% | 0.8% | 0.8% |
|
QUANTA SERVICES INC | 3.2% | 0.8% | 0.8% |
|
MASTEC INC | 0.9% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
PAVE Overweight Relative to IFRA
|
HOWMET AEROSPACE INC. | 4.3% |
|
FASTENAL CO | 3.4% |
|
DEERE & CO | 3.4% |
 |
TRANE TECHNOLOGIES PLC | 3.3% |
|
PARKER HANNIFIN CORP | 3.1% |
|
EMERSON ELECTRIC CO | 2.9% |
|
CRH PLC | 2.9% |
|
EATON CORP PLC | 2.8% |
|
ROCKWELL AUTOMATION INC | 2.6% |
|
QUANTA SERVICES INC | 2.4% |
PAVE Underweight Relative to IFRA
|
NRG ENERGY INC | -1.3% |
|
CONSTELLATION ENERGY CORPORATION | -1.0% |
|
COMPASS MINERALS INTERNATION | -1.0% |
|
LIMBACH HOLDINGS, INC. | -1.0% |
|
DT MIDSTREAM, INC. | -0.9% |
|
INTEGRATED ELECTRICAL SERVIC | -0.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | -0.9% |
|
PNM RESOURCES INC | -0.9% |
|
COMFORT SYSTEMS USA INC | -0.9% |
|
ANTERO MIDSTREAM CORP. | -0.8% |