Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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59
Number of overlapping holdings
59.0%
% of HWAY's 100 holdings also in IFRA
38.1%
% of IFRA's 157 holdings also in HWAY
Overlap by Weight
Sector Drift (HWAY minus IFRA)
Overlapping Holdings
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| Company | Weight in HWAY |
Weight in IFRA |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 1.2% | 0.8% | 0.8% |
|
EMCOR GROUP INC | 1.6% | 0.7% | 0.7% |
|
NORFOLK SOUTHERN CORP | 4.2% | 0.7% | 0.7% |
|
CSX CORP | 4.3% | 0.7% | 0.7% |
|
CARPENTER TECHNOLOGY | 0.7% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
HWAY Overweight Relative to IFRA
|
EMERSON ELECTRIC CO | 4.8% |
 |
CRH PLC | 4.6% |
|
DEERE & CO | 4.5% |
|
CATERPILLAR INC | 4.1% |
|
WW GRAINGER INC | 3.7% |
|
CSX CORP | 3.6% |
|
UNION PACIFIC CORP | 3.5% |
|
NORFOLK SOUTHERN CORP | 3.5% |
|
UNITED RENTALS INC | 3.3% |
|
FASTENAL CO | 3.3% |
HWAY Underweight Relative to IFRA
|
VISTRA ENERGY CORP. | -1.4% |
|
DT MIDSTREAM, INC. | -0.9% |
|
CONSTELLATION ENERGY CORPORATION | -0.9% |
|
KINETIK HOLDINGS | -0.9% |
|
UNITED STATES LIME & MINERAL | -0.9% |
|
WILLIAMS COS INC | -0.9% |
|
KINDER MORGAN INC | -0.9% |
|
COMPASS MINERALS INTERNATION | -0.9% |
|
PRIMORIS SERVICES CORP | -0.8% |
|
ONEOK INC | -0.8% |