Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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53
Number of overlapping holdings
54.1%
% of PAVE's 99 holdings also in IFRA
33.1%
% of IFRA's 162 holdings also in PAVE
Overlap by Weight
Sector Drift (PAVE minus IFRA)
Overlapping Holdings
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| Company | Weight in PAVE |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
SEMPRA ENERGY | 2.8% | 0.7% | 0.7% |
|
UNION PACIFIC CORP | 2.6% | 0.7% | 0.7% |
|
MASTEC INC | 0.7% | 0.6% | 0.6% |
|
CSX CORP | 2.5% | 0.6% | 0.6% |
|
TETRA TECH INC | 0.9% | 0.6% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
PAVE Overweight Relative to IFRA
 |
EATON CORP PLC | 3.5% |
|
TRANE TECHNOLOGIES PLC | 3.4% |
|
EMERSON ELECTRIC CO | 3.1% |
|
PARKER HANNIFIN CORP | 3.1% |
|
DEERE & CO | 2.7% |
|
MARTIN MARIETTA MATERIALS | 2.6% |
|
UNITED RENTALS INC | 2.6% |
|
HOWMET AEROSPACE INC. | 2.6% |
|
FASTENAL CO | 2.5% |
|
QUANTA SERVICES INC | 2.5% |
PAVE Underweight Relative to IFRA
|
VISTRA ENERGY CORP. | -1.2% |
|
NRG ENERGY INC | -1.0% |
|
NEXTERA ENERGY GROUP | -0.9% |
|
MGE ENERGY INC | -0.9% |
|
CONSTELLATION ENERGY CORPORATION | -0.9% |
|
EQUITRANS MIDSTREAM CORP. | -0.8% |
 |
TASEKO MINES LTD | -0.8% |
|
PUBLIC SERVICE ENTERPRISE GP | -0.8% |
|
DOMINION RESOURCES INC/VA | -0.8% |
|
AVANGRID, INC. | -0.8% |