Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
13%

OVERLAP
BY WEIGHT
22

# OF OVERLAPPING
HOLDINGS
HWAY
99
HOLDINGS
22%
ALSO IN AIRR
AIRR
53
HOLDINGS
44%
ALSO IN HWAY
SECTOR DRIFT (HWAY minus AIRR)
OVERLAPPING HOLDINGS

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Company Weight
in HWAY
Weight
in AIRR
Overlap
COMFORT SYSTEMS USA INC 2.8% 4.1% 2.8%
EMCOR GROUP INC 1.8% 3.3% 1.8%
DYCOM INDUSTRIES INC 0.7% 3.6% 0.7%
ADVANCED DRAINAGE SYSTEMS INC 0.7% 1.8% 0.7%
STERLING CONSTRUCTION CO 0.7% 3.9% 0.7%
HWAY Overweight Relative to AIRR
CATERPILLAR INC 5.7%
DEERE & CO 5.3%
PARKER HANNIFIN CORP 5.2%
QUANTA SERVICES INC 4.6%
CSX CORP 4.4%
EMERSON ELECTRIC CO 4.4%
UNION PACIFIC CORP 4.4%
NORFOLK SOUTHERN CORP 4.1%
CRH PLC 3.9%
UNITED RENTALS INC 3.0%
HWAY Underweight Relative to AIRR
MASTEC INC -4.0%
ARGAN INC -3.5%
SAIA INC -3.4%
HUNTINGTON INGALLS INDUSTRIE -3.3%
PRIMORIS SERVICES CORP -3.3%
STERLING CONSTRUCTION CO -3.2%
C.H. ROBINSON WORLDWIDE INC -3.2%
BWX TECHNOLOGIES, INC. -3.0%
CORE & MAIN, INC. CLASS A -2.9%
DYCOM INDUSTRIES INC -2.9%
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