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
PAVE
100
HOLDINGS
14%
ALSO IN CCSO
CCSO
106
HOLDINGS
13%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus CCSO)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.2% | 4.3% | 4.2% |
|
NUCOR CORP | 3.1% | 5.1% | 3.1% |
|
STEEL DYNAMICS INC | 2.1% | 3.2% | 2.1% |
|
MASTEC INC | 1.6% | 2.7% | 1.6% |
|
HUBBELL INCORPORATED CLASS B | 1.4% | 2.3% | 1.4% |
PAVE Overweight Relative to CCSO
|
CSX CORP | 3.5% |
 |
EATON CORP PLC | 3.3% |
|
HOWMET AEROSPACE INC. | 3.3% |
|
TRANE TECHNOLOGIES PLC | 3.2% |
|
UNION PACIFIC CORP | 3.1% |
|
ROCKWELL AUTOMATION INC | 2.9% |
|
NORFOLK SOUTHERN CORP | 2.9% |
|
UNITED RENTALS INC | 2.9% |
|
DEERE & CO | 2.9% |
|
SEMPRA ENERGY | 2.9% |
PAVE Underweight Relative to CCSO
|
SOUTHERN COPPER CORP | -5.0% |
|
REPUBLIC SERVICES INC | -4.7% |
|
WASTE MANAGEMENT INC | -4.5% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -4.5% |
|
CARRIER GLOBAL CORP. | -4.4% |
 |
CAMECO CORP | -4.3% |
|
GE VERONA | -4.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.9% |
|
FIRST SOLAR INC | -2.9% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.8% |