Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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58
Number of overlapping holdings
58.0%
% of HWAY's 100 holdings also in PAVE
59.2%
% of PAVE's 100 holdings also in HWAY
Overlap by Weight
Sector Drift (HWAY minus PAVE)
Overlapping Holdings
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Company | Weight in HWAY |
Weight in PAVE |
Overlap | |
---|---|---|---|---|
UNITED RENTALS INC | 3.9% | 3.3% | 3.3% | |
QUANTA SERVICES INC | 3.4% | 3.3% | 3.3% | |
EMERSON ELECTRIC CO | 4.9% | 3.1% | 3.1% | |
FASTENAL CO | 3.3% | 2.7% | 2.7% | |
VULCAN MATERIALS CO | 2.6% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
HWAY Overweight Relative to PAVE
CRH PLC | 4.7% | |
CATERPILLAR INC | 4.1% | |
WW GRAINGER INC | 3.8% | |
WABTEC CORP | 2.5% | |
XYLEM INC | 2.1% | |
CSX CORP | 2.0% | |
DOVER CORP | 2.0% | |
UNION PACIFIC CORP | 2.0% | |
EMERSON ELECTRIC CO | 1.8% | |
DEERE & CO | 1.8% |
HWAY Underweight Relative to PAVE
TRANE TECHNOLOGIES PLC | -3.7% | |
PARKER HANNIFIN CORP | -3.4% | |
EATON CORP PLC | -3.4% | |
HOWMET AEROSPACE INC. | -3.2% | |
SEMPRA ENERGY | -3.0% | |
ROCKWELL AUTOMATION INC | -2.2% | |
FORTIVE CORP. | -1.8% | |
HUBBELL INCORPORATED CLASS B | -1.6% | |
REGAL BELOIT CORP | -1.4% | |
TRIMBLE NAVIGATION LTD | -1.2% |