Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
3
Number of overlapping holdings
3.0%
% of HWAY's 100 holdings also in SUPL
8.3%
% of SUPL's 41 holdings also in HWAY
Overlap by Weight
Sector Drift (HWAY minus SUPL)
Overlapping Holdings
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| Company | Weight in HWAY |
Weight in SUPL |
Overlap | |
|---|---|---|---|---|
 |
UNION PACIFIC CORP | 4.8% | 4.9% | 4.8% |
|
NORFOLK SOUTHERN CORP | 4.3% | 4.3% | 4.3% |
|
CSX CORP | 4.1% | 4.2% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
HWAY Overweight Relative to SUPL
|
DEERE & CO | 5.7% |
 |
CRH PLC | 4.8% |
|
EMERSON ELECTRIC CO | 4.6% |
|
FASTENAL CO | 4.0% |
|
CATERPILLAR INC | 3.8% |
|
WW GRAINGER INC | 3.8% |
|
UNITED RENTALS INC | 3.4% |
|
QUANTA SERVICES INC | 3.3% |
|
VULCAN MATERIALS CO | 2.8% |
|
MARTIN MARIETTA MATERIALS | 2.6% |
HWAY Underweight Relative to SUPL
 |
DEUTSCHE POST AG-REG | -5.8% |
 |
AMADEUS IT HOLDING SA-A SHS | -5.0% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -4.7% |
|
UNITED PARCEL SERVICE-CL B | -4.5% |
|
CANADIAN NATL RAILWAY CO | -4.4% |
 |
BRAMBLES LTD | -4.2% |
|
FEDEX CORP | -4.2% |
|
EXPEDITORS INTL WASH INC | -4.2% |
|
OLD DOMINION FREIGHT LINE | -4.1% |
 |
EVERGREEN MARINE | -3.2% |