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
18%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
PDP
103
HOLDINGS
14%
ALSO IN HWAY
HWAY
97
HOLDINGS
14%
ALSO IN PDP
SECTOR DRIFT (PDP minus HWAY)
OVERLAPPING HOLDINGS
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| Company | Weight in PDP |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 3.1% | 3.1% | 3.1% |
|
QUANTA SERVICES INC | 2.2% | 4.5% | 2.2% |
|
WW GRAINGER INC | 2.2% | 3.0% | 2.2% |
|
CARPENTER TECHNOLOGY | 2.8% | 1.5% | 1.5% |
|
EMCOR GROUP INC | 1.4% | 1.7% | 1.4% |
PDP Overweight Relative to HWAY
|
WESTERN DIGITAL CORP | 3.7% |
|
MICRON TECHNOLOGY INC | 3.0% |
|
AMPHENOL CORP-CL A | 3.0% |
|
APPLE INC | 3.0% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.9% |
|
APPLIED MATERIALS INC | 2.5% |
|
TARGA RESOURCES CORP | 2.4% |
|
HOWMET AEROSPACE INC. | 2.1% |
|
TRANE TECHNOLOGIES PLC | 1.7% |
|
LAM RESEARCH CORP | 1.6% |
PDP Underweight Relative to HWAY
|
UNION PACIFIC CORP | -5.1% |
|
CSX CORP | -5.1% |
|
EMERSON ELECTRIC CO | -4.3% |
|
DEERE & CO | -4.2% |
|
NORFOLK SOUTHERN CORP | -4.0% |
|
UNITED RENTALS INC | -3.7% |
|
CATERPILLAR INC | -3.5% |
|
PARKER HANNIFIN CORP | -3.5% |
|
CRH PLC | -3.4% |
|
NUCOR CORP | -2.9% |