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
10%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
JOUL
19
HOLDINGS
21%
ALSO IN AIRR
AIRR
58
HOLDINGS
7%
ALSO IN JOUL
SECTOR DRIFT (JOUL minus AIRR)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in JOUL |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
FORGENT POWER SOLUTIONS-CL A | 3.7% | 2.7% | 2.7% |
|
POWELL INDUSTRIES INC | 3.6% | 2.7% | 2.7% |
|
DYCOM INDUSTRIES INC | 3.6% | 2.6% | 2.6% |
|
PRIMORIS SERVICES CORP | 3.1% | 2.3% | 2.3% |
JOUL Overweight Relative to AIRR
 |
EATON CORP PLC | 14.2% |
|
GE VERONA | 13.0% |
|
QUANTA SERVICES INC | 5.7% |
|
ARCOSA INC | 5.6% |
|
NVENT ELECTRIC PLC | 5.3% |
|
VALMONT INDUSTRIES | 4.7% |
|
HUBBELL INCORPORATED CLASS B | 4.6% |
|
ATKORE INTERNATIONAL GROUP INC. | 4.3% |
|
ITRON INC | 4.3% |
|
ESCO TECHNOLOGIES INC | 4.1% |
JOUL Underweight Relative to AIRR
|
INTEGRATED ELECTRICAL SERVIC | -3.7% |
|
KRATOS DEFENSE & SECURITY | -3.3% |
|
OWENS CORNING | -3.2% |
|
SPX TECHNOLOGIES | -3.1% |
|
BWX TECHNOLOGIES, INC. | -3.1% |
|
NEXTRACKER, INC. CLASS A | -2.9% |
|
SAIA INC | -2.8% |
|
HUNTINGTON INGALLS INDUSTRIE | -2.7% |
|
KARMAN HOLDINGS INC | -2.7% |
|
REGAL BELOIT CORP | -2.7% |