AIRR vs SDVY overlap - what they share and where they differ

AIRR and SDVY share 10.0% of their weight across 16 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AIRR and SDVY

10.0%

16 shared positions

AIRR

First Trust RBA American Industrial Renaissance ETF

Reported positions cover 100% of the fund, 51 positions · Jun 30, 2026

Top 10: 41.3%·Holdings of AIRR

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

Reported positions cover 100% of the fund, 173 positions · Jun 30, 2026

Top 10: 11.1%·Holdings of SDVY

Reported positions cover AIRR 100%, SDVY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SDVY vs AIRR side by side

AIRRFirst Trust RBA American Industrial Renaissance ETF

51

stock positions reported to the SEC

67.1% of its weight is in 35 names SDVY does not hold

SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF

173

stock positions reported to the SEC

89.7% of its weight is in 157 names AIRR does not hold

Where each fund's weight sits

AIRR
SDVY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Industrials
53.7%
11.8%
Financial Services
7.3%
31.6%
Technology
15.2%
18.4%
Basic Materials
9.4%
10.0%
Consumer Cyclical
7.8%
9.8%

The widest gap is Industrials: AIRR has 41.9 points more of it.

The figures side by side

AIRRSDVY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported51173
Weight of the ten largest41.3%11.1%
Largest positionSTRL 6.0%ENS 1.3%
Held alone35 positions, 67.1%157 positions, 89.7%
Covered by stock positions100%100%

Holdings they share

StockIn AIRRIn SDVYCounted
FIXCOMFORT SYSTEMS USA INC4.42%1.24%1.24%
AITAPPLIED INDUSTRIAL TECHNOLOGIES INC1.80%1.00%1.00%
EMEEMCOR GROUP INC3.75%0.98%0.98%
WTFCWINTRUST FINANCIAL CORP1.30%0.93%0.93%
MLIMUELLER INDUSTRIES INC1.37%0.89%0.89%
POWLPOWELL INDUSTRIES INC2.48%0.84%0.84%
FULTFULTON FINANCIAL CORP0.89%0.73%0.73%
PRIMPRIMORIS SERVICES CORP1.18%0.62%0.62%
WMSADVANCED DRAINAGE SYSTEMS INC2.29%0.61%0.61%
ASBASSOCIATED BANC-CORP1.29%0.48%0.48%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AIRR

STRLSTERLING INFRASTRUCTURE INC6.00%
MTZMASTEC INC4.18%
CH ROBINSON WORLDWIDE INC4.08%
OCOWENS CORNING3.89%
DYDYCOM INDUSTRIES INC3.76%
SAIASAIA INC3.53%
CLHCLEAN HARBORS INC2.44%
FNBF.N.B. CORP (PENNSYLVANIA)2.43%
KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC2.43%
CNMCORE & MAIN INC2.06%

Only in SDVY

ENSENERSYS1.28%
NHCNATIONAL HEALTHCARE CORP1.19%
PSMTPRICESMART INC1.18%
WWDWOODWARD INC1.11%
WTSWATTS WATER TECHNOLOGIES INC1.08%
YOUCLEAR SECURE INC1.06%
IBKRINTERACTIVE BROKERS GROUP INC1.01%
FBNCFIRST BANCORP (PUERTO RICO)0.98%
WSMWILLIAMS SONOMA INC0.98%
ZIONS BANCORP NA0.98%

Questions people ask

Is AIRR the same as SDVY?

10.0% of their weight sits in the same 16 holdings. AIRR also reports STRL, MTZ, CH ROBINSON WORLDWIDE INC, which the other does not. SDVY also reports ENS, NHC, PSMT, which the other does not.

How is the overlap between AIRR and SDVY measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AIRR and 100% of SDVY, so the number cannot exceed the smaller coverage.

Which holds more, SDVY or AIRR?

AIRR reports 51 stock positions and SDVY reports 173. 67.1% of AIRR's weight sits in names SDVY does not hold, and 89.7% of SDVY's weight in names AIRR does not hold. The ten largest positions are 41.3% of AIRR and 11.1% of SDVY.

How do AIRR and SDVY differ by sector?

The widest gap is Industrials: AIRR has 41.9 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.