Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
23.5%
% of PAVE's 100 holdings also in AIRR
42.6%
% of AIRR's 55 holdings also in PAVE
Overlap by Weight
Sector Drift (PAVE minus AIRR)
Overlapping Holdings
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| Company | Weight in PAVE |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
EMCOR GROUP INC | 1.6% | 3.1% | 1.6% |
|
REGAL BELOIT CORP | 1.4% | 3.1% | 1.4% |
|
POWELL INDUSTRIES INC | 0.8% | 0.9% | 0.8% |
|
TUTOR PERINI CORP | 0.8% | 0.8% | 0.8% |
|
MASTEC INC | 0.7% | 2.5% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
PAVE Overweight Relative to AIRR
 |
TRANE TECHNOLOGIES PLC | 3.7% |
|
PARKER HANNIFIN CORP | 3.4% |
|
EATON CORP PLC | 3.4% |
|
UNITED RENTALS INC | 3.3% |
|
QUANTA SERVICES INC | 3.3% |
|
HOWMET AEROSPACE INC. | 3.2% |
|
EMERSON ELECTRIC CO | 3.1% |
|
SEMPRA ENERGY | 3.0% |
|
FASTENAL CO | 2.7% |
|
MARTIN MARIETTA MATERIALS | 2.7% |
PAVE Underweight Relative to AIRR
|
AAON INC | -3.3% |
|
APPLIED INDUSTRIAL TECH INC | -3.3% |
|
BWX TECHNOLOGIES, INC. | -3.0% |
|
KIRBY CORP | -2.9% |
|
C.H. ROBINSON WORLDWIDE INC | -2.8% |
|
MSC INDUSTRIAL DIRECT CO-A | -2.8% |
|
GRANITE CONSTRUCTION INC | -2.8% |
|
MDU RESOURCES GROUP INC | -2.7% |
|
CLEAN HARBORS INC | -2.7% |
|
MUELLER INDUSTRIES INC | -2.7% |