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
14
Number of overlapping holdings
48.3%
% of RSHO's 29 holdings also in HWAY
14.0%
% of HWAY's 100 holdings also in RSHO
Overlap by Weight
Sector Drift (RSHO minus HWAY)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RSHO |
Weight in HWAY |
Overlap | |
|---|---|---|---|---|
 |
CRH PLC | 4.4% | 4.6% | 4.4% |
 |
CATERPILLAR INC | 3.3% | 4.1% | 3.3% |
|
FASTENAL CO | 4.4% | 3.3% | 3.3% |
|
EMERSON ELECTRIC CO | 2.8% | 4.8% | 2.8% |
|
VULCAN MATERIALS CO | 3.9% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
RSHO Overweight Relative to HWAY
|
APPLIED INDUSTRIAL TECH INC | 5.6% |
|
PRIMORIS SERVICES CORP | 5.4% |
|
EATON CORP PLC | 5.3% |
|
ROCKWELL AUTOMATION INC | 4.9% |
|
CLEAN HARBORS INC | 4.7% |
|
INGERSOL-RAND INC | 4.4% |
|
SPX CORP | 3.8% |
|
PARKER HANNIFIN CORP | 3.8% |
|
ATMUS FILTRATION TECHNOLOGIES, INC. | 3.2% |
|
FEDERAL SIGNAL CORP | 3.1% |
RSHO Underweight Relative to HWAY
|
CSX CORP | -4.3% |
|
NORFOLK SOUTHERN CORP | -4.3% |
|
UNITED RENTALS INC | -4.0% |
|
DEERE & CO | -4.0% |
|
WW GRAINGER INC | -3.7% |
|
QUANTA SERVICES INC | -3.4% |
|
MARTIN MARIETTA MATERIALS | -2.6% |
|
NUCOR CORP | -2.6% |
|
WABTEC CORP | -2.5% |
|
XYLEM INC | -2.1% |