Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
12.1%
% of HWAY's 100 holdings also in RSHO
46.2%
% of RSHO's 27 holdings also in HWAY
Overlap by Weight
Sector Drift (HWAY minus RSHO)
Overlapping Holdings
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| Company | Weight in HWAY |
Weight in RSHO |
Overlap | |
|---|---|---|---|---|
 |
CRH PLC | 4.9% | 4.6% | 4.6% |
 |
FASTENAL CO | 3.6% | 4.8% | 3.6% |
|
CATERPILLAR INC | 4.1% | 3.3% | 3.3% |
|
VULCAN MATERIALS CO | 2.6% | 4.1% | 2.6% |
|
EMERSON ELECTRIC CO | 4.9% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
HWAY Overweight Relative to RSHO
|
DEERE & CO | 5.7% |
|
UNION PACIFIC CORP | 4.8% |
|
NORFOLK SOUTHERN CORP | 4.3% |
|
CSX CORP | 4.2% |
|
WW GRAINGER INC | 3.6% |
|
UNITED RENTALS INC | 3.4% |
|
EMERSON ELECTRIC CO | 3.4% |
|
QUANTA SERVICES INC | 3.1% |
|
WABTEC CORP | 2.6% |
|
MARTIN MARIETTA MATERIALS | 2.4% |
HWAY Underweight Relative to RSHO
|
ROCKWELL AUTOMATION INC | -5.5% |
|
TIMKEN CO | -5.4% |
 |
LINDE PLC | -5.2% |
|
APPLIED INDUSTRIAL TECH INC | -4.7% |
|
EATON CORP PLC | -4.4% |
|
PARKER HANNIFIN CORP | -4.4% |
 |
LONZA GROUP AG-REG | -4.3% |
|
INGERSOL-RAND INC | -4.1% |
|
CLEAN HARBORS INC | -4.0% |
|
HERC HOLDINGS, INC. | -3.8% |