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
37.8%
% of IFRA's 158 holdings also in HWAY
59.0%
% of HWAY's 100 holdings also in IFRA
Overlap by Weight
Sector Drift (IFRA minus HWAY)
Overlapping Holdings
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| Company | Weight in IFRA |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 0.8% | 1.2% | 0.8% |
|
EMCOR GROUP INC | 0.7% | 1.6% | 0.7% |
|
NORFOLK SOUTHERN CORP | 0.7% | 4.3% | 0.7% |
|
MUELLER INDUSTRIES INC | 0.7% | 0.8% | 0.7% |
|
CSX CORP | 0.7% | 4.3% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
IFRA Overweight Relative to HWAY
|
VISTRA ENERGY CORP. | 1.3% |
|
CONSTELLATION ENERGY CORPORATION | 0.9% |
|
KINETIK HOLDINGS | 0.9% |
|
UNITED STATES LIME & MINERAL | 0.9% |
|
DT MIDSTREAM, INC. | 0.8% |
|
KINDER MORGAN INC | 0.8% |
|
WILLIAMS COS INC | 0.8% |
|
PRIMORIS SERVICES CORP | 0.8% |
|
NRG ENERGY INC | 0.8% |
|
CENTURY ALUMINUM COMPANY | 0.8% |
IFRA Underweight Relative to HWAY
|
EMERSON ELECTRIC CO | -4.8% |
 |
CRH PLC | -4.6% |
|
CATERPILLAR INC | -4.1% |
|
DEERE & CO | -4.0% |
|
WW GRAINGER INC | -3.7% |
|
CSX CORP | -3.6% |
|
NORFOLK SOUTHERN CORP | -3.6% |
|
UNION PACIFIC CORP | -3.5% |
|
UNITED RENTALS INC | -3.4% |
|
FASTENAL CO | -3.3% |