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
58.6%
% of HWAY's 100 holdings also in PAVE
58.6%
% of PAVE's 99 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 | |
|---|---|---|---|---|
 |
FASTENAL CO | 3.6% | 3.5% | 3.5% |
|
DEERE & CO | 5.7% | 3.4% | 3.4% |
|
UNION PACIFIC CORP | 4.8% | 3.3% | 3.3% |
|
NORFOLK SOUTHERN CORP | 4.3% | 3.2% | 3.2% |
 |
CRH PLC | 4.9% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
HWAY Overweight Relative to PAVE
|
CATERPILLAR INC | 4.1% |
|
WW GRAINGER INC | 3.6% |
|
WABTEC CORP | 2.6% |
|
XYLEM INC | 2.4% |
|
DEERE & CO | 2.3% |
|
DOVER CORP | 2.0% |
|
EMERSON ELECTRIC CO | 2.0% |
|
CRH PLC | 1.8% |
|
UNION PACIFIC CORP | 1.6% |
|
NORFOLK SOUTHERN CORP | 1.2% |
HWAY Underweight Relative to PAVE
|
HOWMET AEROSPACE INC. | -3.6% |
|
PARKER HANNIFIN CORP | -3.1% |
|
SEMPRA ENERGY | -2.9% |
|
TRANE TECHNOLOGIES PLC | -2.9% |
|
EATON CORP PLC | -2.6% |
|
ROCKWELL AUTOMATION INC | -2.4% |
|
FORTIVE CORP. | -2.1% |
|
HUBBELL INCORPORATED CLASS B | -1.5% |
|
TRIMBLE NAVIGATION LTD | -1.3% |
|
RPM INTERNATIONAL INC | -1.2% |