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
23
Number of overlapping holdings
23.2%
% of PAVE's 99 holdings also in MADE
22.5%
% of MADE's 108 holdings also in PAVE
Overlap by Weight
Sector Drift (PAVE minus MADE)
Overlapping Holdings
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| Company | Weight in PAVE |
Weight in MADE |
Overlap | |
|---|---|---|---|---|
 |
DEERE & CO | 3.5% | 4.1% | 3.5% |
 |
TRANE TECHNOLOGIES PLC | 3.1% | 3.0% | 3.0% |
|
PARKER HANNIFIN CORP | 3.0% | 2.8% | 2.8% |
|
EATON CORP PLC | 2.7% | 4.0% | 2.7% |
|
ROCKWELL AUTOMATION INC | 2.2% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
PAVE Overweight Relative to MADE
|
FASTENAL CO | 3.9% |
|
HOWMET AEROSPACE INC. | 3.6% |
|
UNION PACIFIC CORP | 3.2% |
|
NORFOLK SOUTHERN CORP | 3.1% |
|
CRH PLC | 3.1% |
|
CSX CORP | 3.0% |
|
SEMPRA ENERGY | 3.0% |
|
EMERSON ELECTRIC CO | 2.8% |
|
QUANTA SERVICES INC | 2.7% |
|
VULCAN MATERIALS CO | 2.7% |
PAVE Underweight Relative to MADE
|
AMPHENOL CORP-CL A | -4.4% |
|
HONEYWELL INTERNATIONAL INC | -4.0% |
|
GENERAL MOTORS CO | -3.7% |
|
PACCAR INC | -3.7% |
|
RTX CORP | -3.4% |
|
CUMMINS INC | -3.4% |
|
AMETEK INC | -3.2% |
|
FORD MOTOR CO | -3.1% |
|
BOEING CO | -2.4% |
|
LOCKHEED MARTIN CORP | -2.0% |