Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
IFRA
161
HOLDINGS
9%
ALSO IN POW
POW
51
HOLDINGS
27%
ALSO IN IFRA
SECTOR DRIFT (IFRA minus POW)
OVERLAPPING HOLDINGS
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| Company | Weight in IFRA |
Weight in POW |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.1% | 4.7% | 4.1% |
|
NEXTERA ENERGY GROUP | 3.6% | 2.0% | 2.0% |
|
CONSTELLATION ENERGY CORPORATION | 2.4% | 1.4% | 1.4% |
|
AMERICAN ELECTRIC POWER | 1.7% | 1.3% | 1.3% |
|
XCEL ENERGY INC | 1.3% | 1.9% | 1.3% |
IFRA Overweight Relative to POW
|
CATERPILLAR INC | 4.9% |
|
UNION PACIFIC CORP | 3.9% |
|
CSX CORP | 3.3% |
|
NORFOLK SOUTHERN CORP | 2.7% |
|
COMFORT SYSTEMS USA INC | 2.5% |
|
UNITED RENTALS INC | 2.4% |
|
SOUTHERN CO | 2.3% |
|
DUKE ENERGY CORP | 2.2% |
|
NUCOR CORP | 2.2% |
|
WILLIAMS COS INC | 2.2% |
IFRA Underweight Relative to POW
 |
LS INDUSTRIAL SYSTEMS | -8.4% |
 |
DELTA ELECTRONICS INC | -8.2% |
|
POWELL INDUSTRIES INC | -6.2% |
|
VICOR CORP | -5.7% |
 |
PRYSMIAN SPA | -4.4% |
 |
EATON CORP PLC | -3.9% |
|
NVENT ELECTRIC PLC | -3.8% |
|
GE VERONA | -3.2% |
|
BEL FUSE INC-CL B | -3.1% |
 |
SIEMENS ENERGY AG | -3.1% |