Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
PAVE
98
HOLDINGS
11%
ALSO IN NRSH
NRSH
30
HOLDINGS
37%
ALSO IN PAVE
SECTOR DRIFT (PAVE minus NRSH)
OVERLAPPING HOLDINGS
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| Company | Weight in PAVE |
Weight in NRSH |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 3.1% | 3.2% | 3.1% |
|
ROCKWELL AUTOMATION INC | 3.1% | 3.4% | 3.1% |
|
HOWMET AEROSPACE INC. | 2.3% | 2.9% | 2.3% |
|
ALLEGHENY TECHNOLOGIES INC | 1.4% | 2.8% | 1.4% |
|
LINCOLN ELECTRIC HOLDINGS | 0.9% | 3.6% | 0.9% |
PAVE Overweight Relative to NRSH
|
EMERSON ELECTRIC CO | 3.7% |
|
NUCOR CORP | 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% |
 |
CRH PLC | 3.0% |
|
SEMPRA ENERGY | 3.0% |
PAVE Underweight Relative to NRSH
|
TENABLE HOLDINGS, INC. | -5.6% |
|
QUALYS INC | -4.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.0% |
|
CROWN CASTLE INTL CORP | -3.9% |
 |
PROMOTORA Y OPERADORA DE INF | -3.8% |
 |
MULLEN GROUP LTD | -3.7% |
|
EXTREME NETWORKS INC | -3.4% |
|
COMMSCOPE HOLDING CO INC | -3.3% |
|
NETAPP INC | -3.3% |
|
ON SEMICONDUCTOR CORPORATION | -3.1% |