Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
44.4%
% of RSHO's 27 holdings also in HWAY
12.1%
% of HWAY's 100 holdings also in RSHO
Overlap by Weight
Sector Drift (RSHO minus HWAY)
Overlapping Holdings
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| Company | Weight in RSHO |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
CRH PLC | 4.6% | 4.8% | 4.6% |
 |
FASTENAL CO | 5.5% | 4.0% | 4.0% |
|
CATERPILLAR INC | 3.1% | 3.8% | 3.1% |
|
VULCAN MATERIALS CO | 4.4% | 2.8% | 2.8% |
|
EMERSON ELECTRIC CO | 1.4% | 4.6% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RSHO Overweight Relative to HWAY
 |
LINDE PLC | 5.3% |
|
ROCKWELL AUTOMATION INC | 5.1% |
 |
LONZA GROUP AG-REG | 5.1% |
|
APPLIED INDUSTRIAL TECH INC | 4.9% |
|
TIMKEN CO | 4.8% |
|
EATON CORP PLC | 4.6% |
|
CLEAN HARBORS INC | 4.4% |
|
PARKER HANNIFIN CORP | 4.4% |
|
INGERSOL-RAND INC | 3.8% |
|
API GROUP CORPORATION | 3.8% |
RSHO Underweight Relative to HWAY
|
DEERE & CO | -5.7% |
|
UNION PACIFIC CORP | -4.8% |
|
NORFOLK SOUTHERN CORP | -4.3% |
|
CSX CORP | -4.1% |
|
WW GRAINGER INC | -3.8% |
|
UNITED RENTALS INC | -3.4% |
|
QUANTA SERVICES INC | -3.3% |
|
EMERSON ELECTRIC CO | -3.2% |
|
MARTIN MARIETTA MATERIALS | -2.6% |
|
WABTEC CORP | -2.6% |