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
60%
OVERLAP
BY WEIGHT
59
# OF OVERLAPPING
HOLDINGS
PAVE
100
HOLDINGS
61%
ALSO IN HWAY
HWAY
99
HOLDINGS
60%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus HWAY)
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 PAVE |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
DEERE & CO | 3.4% | 5.3% | 3.4% |
|
QUANTA SERVICES INC | 3.4% | 4.6% | 3.4% |
|
CSX CORP | 3.4% | 4.4% | 3.4% |
|
UNION PACIFIC CORP | 3.2% | 4.4% | 3.2% |
|
NORFOLK SOUTHERN CORP | 3.1% | 4.1% | 3.1% |
PAVE Overweight Relative to HWAY
|
HOWMET AEROSPACE INC. | 3.4% |
 |
TRANE TECHNOLOGIES PLC | 3.3% |
|
SEMPRA ENERGY | 3.2% |
|
EATON CORP PLC | 3.2% |
|
ROCKWELL AUTOMATION INC | 2.7% |
|
HUBBELL INCORPORATED CLASS B | 1.5% |
|
MASTEC INC | 1.3% |
|
WOODWARD INC | 1.3% |
|
FORTIVE CORP. | 1.0% |
|
RBC BEARINGS INC | 1.0% |
PAVE Underweight Relative to HWAY
|
CATERPILLAR INC | -5.7% |
|
WW GRAINGER INC | -2.8% |
|
COMFORT SYSTEMS USA INC | -2.8% |
|
WABTEC CORP | -2.5% |
|
PARKER HANNIFIN CORP | -2.1% |
|
DEERE & CO | -1.9% |
|
XYLEM INC | -1.7% |
|
DOVER CORP | -1.7% |
|
EMERSON ELECTRIC CO | -1.6% |
|
QUANTA SERVICES INC | -1.2% |