Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
PAVE
98
HOLDINGS
13%
ALSO IN CCSO
CCSO
110
HOLDINGS
12%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus CCSO)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
NUCOR CORP | 3.7% | 6.3% | 3.7% |
|
QUANTA SERVICES INC | 3.1% | 4.4% | 3.1% |
|
STEEL DYNAMICS INC | 2.2% | 3.7% | 2.2% |
|
HUBBELL INCORPORATED CLASS B | 1.4% | 2.5% | 1.4% |
|
CARLISLE COS INC | 0.9% | 1.5% | 0.9% |
PAVE Overweight Relative to CCSO
|
EMERSON ELECTRIC CO | 3.7% |
|
FASTENAL CO | 3.7% |
|
DEERE & CO | 3.6% |
|
UNITED RENTALS INC | 3.3% |
|
UNION PACIFIC CORP | 3.2% |
|
CSX CORP | 3.2% |
|
NORFOLK SOUTHERN CORP | 3.2% |
|
ROCKWELL AUTOMATION INC | 3.1% |
 |
CRH PLC | 3.0% |
|
SEMPRA ENERGY | 3.0% |
PAVE Underweight Relative to CCSO
|
REPUBLIC SERVICES INC | -6.5% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.7% |
|
WASTE MANAGEMENT INC | -5.6% |
|
SOUTHERN COPPER CORP | -5.3% |
|
CARRIER GLOBAL CORP. | -4.3% |
|
GE VERONA | -4.2% |
 |
CAMECO CORP | -3.5% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.0% |
|
NUCOR CORP | -2.6% |