Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DRES vs IFRA
Shared holdings
13
DRES covered by IFRA
16.55%
IFRA covered by DRES
16.55%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
DRES (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| UNION PACIFIC CORP | 5.02% | |
| CSX CORP | 4.06% | |
| CLEAN HARBORS INC | 3.98% | |
| NORTHROP GRUMMAN CORP | 3.89% | |
| CARLISLE COS INC | 3.74% | |
| CONOCOPHILLIPS | 3.74% | |
| MARTIN MAR MTLS | 3.42% | |
| VULCAN MATERIALS CO | 3.23% | |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 3.12% | |
| EQT CORPORATION | 2.93% | |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 2.92% | |
| FLUOR CORP | 2.91% | |
| JACOBS SOLUTIONS INC | 2.79% | |
| MYR GROUP INC/DELAWARE | 2.73% | |
| EAGLE MATERIALS INC | 2.71% | |
| LOCKHEED MARTIN CORP | 2.70% | |
| TFI INTERNATIONA | 2.65% | |
| NUCOR CORP | 2.63% | |
| APPLIED INDU TEC | 2.59% | |
| EOG RESOURCES INC | 2.47% | |
| REGAL REXNORD CORP | 2.44% | |
| STEEL DYNAMICS INC | 2.36% | |
| ROCKWELL AUTOMATION INC | 2.32% | |
| OLD DOMINION FRT | 2.31% | |
| WESCO INTL | 2.28% | |
| ARCOSA INC | 2.27% | |
| SAIA INC | 2.18% | |
| ACUITY INC | 2.10% | |
| HUNTINGTON INGALLS INDUSTRIES INC | 1.96% | |
| L3HARRIS TECHNOLOGIES INC | 1.96% | |
| HUBBELL INC | 1.94% | |
| ROPER TECHNOLOGIES INC | 1.87% | |
| FERGUSON ENTERPRISES INC | 1.81% | |
| AECOM | 1.78% | |
| UNITED RENTALS INC | 1.66% | |
| State Street Institutional Treasury Money Market Fund | 1.48% | |
| CH ROBINSON WORLDWIDE INC | 1.11% | |
| ALLEGION PLC | 1.07% | |
| FASTENAL CO | 0.91% |
IFRA (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CATERPILLAR INC | 4.16% | |
| NEXTERA ENERGY INC | 4.08% | |
| UNION PACIFIC CORP | 3.82% | |
| QUANTA SVCS INC | 3.38% | |
| CSX CORP | 3.17% | |
| CRH PLC | 2.92% | |
| SOUTHERN CO | 2.90% | |
| DUKE ENERGY CORP NEW | 2.73% | |
| NORFOLK SOUTHERN CORP | 2.68% | |
| CONSTELLATION ENERGY CORP | 2.51% | |
| WILLIAMS COS INC | 2.37% | |
| COMFORT SYSTEMS USA INC | 2.00% | |
| UNITED RENTALS INC | 1.90% | |
| AMERICAN ELECTRIC POWER CO INC | 1.90% | |
| TC ENERGY CORP | 1.75% | |
| KINDER MORGAN INC | 1.75% | |
| SEMPRA ENERGY | 1.70% | |
| NUCOR CORP | 1.59% | |
| ONEOK INC | 1.53% | |
| VULCAN MATERIALS CO | 1.48% | |
| MARTIN MAR MTLS | 1.47% | |
| DOMINION ENERGY INC | 1.46% | |
| ENTERGY CORP | 1.36% | |
| EMCOR GROUP INC | 1.35% | |
| VISTRA CORP | 1.35% | |
| EXELON CORP | 1.35% | |
| XCEL ENERGY INC | 1.33% | |
| Amrize Ltd. USD0.01 | 1.15% | |
| CONSOLIDATED EDISON INC | 1.10% | |
| PUB SERV ENTERP | 1.08% | |
| PG&E CORP | 1.03% | |
| STEEL DYNAMICS INC | 1.01% | |
| WEC ENERGY GROUP INC | 1.01% | |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.88% | |
| ATI INC | 0.82% | |
| ATMOS ENERGY CORP | 0.82% | |
| DTE ENERGY CO | 0.81% | |
| AMEREN CORP | 0.81% | |
| MASTEC INC | 0.81% | |
| NRG ENERGY INC | 0.80% | |
| CARPENTER TECHNOLOGY CORP | 0.79% | |
| FIRSTENERGY CORP | 0.78% | |
| PPL CORPORATION | 0.77% | |
| FORTIS INC | 0.76% | |
| EDISON INTL | 0.75% | |
| CENTERPOINT ENERGY INC | 0.75% | |
| AMERICAN WATER WRKS COMPANY | 0.71% | |
| EVERSOURCE ENERGY | 0.70% | |
| RELIANCE STEEL and ALUMINUM CO | 0.65% | |
| CMS ENERGY CORP | 0.63% |
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