Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
67
# OF OVERLAPPING
HOLDINGS
PAVE
98
HOLDINGS
68%
ALSO IN FIDU
FIDU
366
HOLDINGS
19%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus FIDU)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in FIDU |
Overlap | |
|---|---|---|---|---|
 |
UNION PACIFIC CORP | 3.2% | 2.7% | 2.7% |
|
DEERE & CO | 3.6% | 2.5% | 2.5% |
 |
EATON CORP PLC | 2.9% | 2.2% | 2.2% |
|
PARKER HANNIFIN CORP | 3.0% | 1.7% | 1.7% |
|
CSX CORP | 3.2% | 1.5% | 1.5% |
PAVE Overweight Relative to FIDU
|
NUCOR CORP | 3.7% |
|
CRH PLC | 3.0% |
|
SEMPRA ENERGY | 3.0% |
|
FASTENAL CO | 2.8% |
|
ROCKWELL AUTOMATION INC | 2.3% |
|
EMERSON ELECTRIC CO | 2.3% |
|
UNITED RENTALS INC | 2.2% |
|
VULCAN MATERIALS CO | 2.2% |
|
STEEL DYNAMICS INC | 2.2% |
|
NORFOLK SOUTHERN CORP | 2.0% |
PAVE Underweight Relative to FIDU
|
GE AEROSPACE | -4.7% |
|
CATERPILLAR INC | -4.3% |
|
RTX CORP | -4.1% |
|
GE VERONA | -3.5% |
|
LOCKHEED MARTIN CORP | -2.0% |
|
BOEING CO | -2.0% |
|
AUTOMATIC DATA PROCESSING | -1.8% |
|
UBER TECHNOLOGIES, INC. | -1.8% |
|
WASTE MANAGEMENT INC | -1.4% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -1.4% |