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
59.2%
% of PAVE's 100 holdings also in HWAY
58.0%
% of HWAY's 100 holdings also in PAVE
Overlap by Weight
Sector Drift (PAVE minus HWAY)
Overlapping Holdings
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| Company | Weight in PAVE |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
UNITED RENTALS INC | 3.4% | 4.0% | 3.4% |
|
QUANTA SERVICES INC | 3.2% | 3.4% | 3.2% |
|
EMERSON ELECTRIC CO | 3.0% | 4.8% | 3.0% |
|
FASTENAL CO | 2.7% | 3.3% | 2.7% |
|
MARTIN MARIETTA MATERIALS | 2.8% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
PAVE Overweight Relative to HWAY
 |
TRANE TECHNOLOGIES PLC | 3.6% |
|
EATON CORP PLC | 3.4% |
|
PARKER HANNIFIN CORP | 3.3% |
|
HOWMET AEROSPACE INC. | 3.2% |
|
SEMPRA ENERGY | 2.9% |
|
ROCKWELL AUTOMATION INC | 2.0% |
|
FORTIVE CORP. | 1.8% |
|
HUBBELL INCORPORATED CLASS B | 1.7% |
|
REGAL BELOIT CORP | 1.4% |
|
TRIMBLE NAVIGATION LTD | 1.2% |
PAVE Underweight Relative to HWAY
|
CRH PLC | -4.6% |
|
CATERPILLAR INC | -4.1% |
|
WW GRAINGER INC | -3.7% |
|
WABTEC CORP | -2.5% |
|
XYLEM INC | -2.1% |
|
CSX CORP | -2.0% |
|
UNION PACIFIC CORP | -2.0% |
|
DOVER CORP | -1.9% |
|
EMERSON ELECTRIC CO | -1.8% |
|
NORFOLK SOUTHERN CORP | -1.7% |