Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
14.5%
% of SAWS's 69 holdings also in AIRR
18.5%
% of AIRR's 55 holdings also in SAWS
Overlap by Weight
Sector Drift (SAWS minus AIRR)
Overlapping Holdings
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| Company | Weight in SAWS |
Weight in AIRR |
Overlap | |
|---|---|---|---|---|
 |
MUELLER INDUSTRIES INC | 3.2% | 3.4% | 3.2% |
|
COMFORT SYSTEMS USA INC | 3.0% | 2.6% | 2.6% |
|
STERLING CONSTRUCTION CO | 3.7% | 1.7% | 1.7% |
|
APPLIED INDUSTRIAL TECH INC | 1.7% | 3.3% | 1.7% |
|
LEONARDO DRS, INC. | 1.1% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
SAWS Overweight Relative to AIRR
|
ADMA BIOLOGICS, INC. | 3.8% |
|
RADNET INC | 2.9% |
|
ARCHROCK INC. | 2.8% |
|
COMMVAULT SYSTEMS INC | 2.7% |
|
CORVEL CORP | 2.7% |
|
CBIZ INC | 2.7% |
|
VARONIS SYSTEMS INC | 2.6% |
|
ENSIGN GROUP INC/THE | 2.5% |
|
UFP TECHNOLOGIES INC | 2.4% |
|
INTEGER HOLDINGS CORPORATION | 2.4% |
SAWS Underweight Relative to AIRR
|
AAON INC | -3.3% |
|
GRANITE CONSTRUCTION INC | -3.3% |
|
EMCOR GROUP INC | -3.1% |
|
REGAL BELOIT CORP | -3.1% |
|
MDU RESOURCES GROUP INC | -3.0% |
|
ZURN WATER SOLUTIONS CORPORATION | -3.0% |
|
BWX TECHNOLOGIES, INC. | -3.0% |
|
KIRBY CORP | -2.9% |
|
C.H. ROBINSON WORLDWIDE INC | -2.8% |
|
MSC INDUSTRIAL DIRECT CO-A | -2.8% |