Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
PPA
71
HOLDINGS
39%
ALSO IN AMMO
AMMO
49
HOLDINGS
49%
ALSO IN PPA
SECTOR DRIFT (PPA minus AMMO)
OVERLAPPING HOLDINGS
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| Company | Weight in PPA |
Weight in AMMO |
Overlap | |
|---|---|---|---|---|
 |
L3HARRIS TECHNOLOGIES INC | 4.3% | 2.9% | 2.9% |
 |
ELBIT SYSTEMS LTD | 3.2% | 2.8% | 2.8% |
|
TRANSDIGM GROUP INC | 3.5% | 2.4% | 2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.6% | 3.4% | 1.6% |
|
RTX CORP | 9.4% | 1.5% | 1.5% |
PPA Overweight Relative to AMMO
|
LOCKHEED MARTIN CORP | 9.7% |
|
GE AEROSPACE | 8.5% |
|
RTX CORP | 8.0% |
|
BOEING CO | 7.8% |
|
GENERAL DYNAMICS CORP | 5.7% |
|
NORTHROP GRUMMAN CORP | 5.3% |
|
HONEYWELL AEROSPACE INC | 3.7% |
|
PARKER HANNIFIN CORP | 3.4% |
|
HOWMET AEROSPACE INC. | 2.8% |
|
AMPHENOL CORP-CL A | 2.2% |
PPA Underweight Relative to AMMO
 |
RHEINMETALL AG | -4.1% |
 |
COHORT PLC | -3.5% |
 |
KITRON ASA | -3.4% |
|
CHEMRING GROUP PLC | -3.1% |
 |
LIG NEX1 CO., LTD. | -2.8% |
|
HENSOLDT AG | -2.7% |
|
MP MATERIALS CORP CLASS A | -2.7% |
 |
SAAB CLASS B | -2.4% |
|
KONGSBERG GRUPPEN ASA | -2.3% |
|
MOTOROLA SOLUTIONS | -2.0% |