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

AIRR and SHLD share 8.8% of their weight across 5 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 SHLD

8.8%

5 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

SHLD

Global X Defense Tech ETF

Reported positions cover 100% of the fund, 48 positions · May 31, 2026

Top 10: 59.3%·Holdings of SHLD

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

SHLD vs AIRR side by side

AIRRFirst Trust RBA American Industrial Renaissance ETF

51

stock positions reported to the SEC

89.0% of its weight is in 46 names SHLD does not hold

SHLDGlobal X Defense Tech ETF

48

stock positions reported to the SEC

90.8% of its weight is in 43 names AIRR does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Industrials
53.7%
43.3%
Technology
15.2%
19.1%
Basic Materials
9.4%
0.1%
Consumer Cyclical
7.8%
5.8%
Financial Services
7.3%
0.0%

The widest gap is Industrials: AIRR has 10.4 points more of it.

The figures side by side

AIRRSHLD
Filing dateJun 30, 2026May 31, 2026
Stock positions reported5148
Weight of the ten largest41.3%59.3%
Largest positionSTRL 6.0%LMT 8.4%
Held alone46 positions, 89.0%43 positions, 90.8%
Covered by stock positions100%100%

Holdings they share

StockIn AIRRIn SHLDCounted
BWXTBWX TECHNOLOGIES INC2.97%3.05%2.97%
HIIHUNTINGTON INGALLS INDUSTRIES INC2.44%2.04%2.04%
KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC2.43%1.81%1.81%
MRCYMERCURY SYSTEMS INC1.24%1.13%1.13%
KRMNKARMAN HOLDINGS INC1.88%0.83%0.83%

What each holds alone

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

Only in AIRR

STRLSTERLING INFRASTRUCTURE INC6.00%
AGXARGAN INC4.73%
FIXCOMFORT SYSTEMS USA INC4.42%
MTZMASTEC INC4.18%
CH ROBINSON WORLDWIDE INC4.08%
OCOWENS CORNING3.89%
DYDYCOM INDUSTRIES INC3.76%
EMEEMCOR GROUP INC3.75%
SAIASAIA INC3.53%
POWLPOWELL INDUSTRIES INC2.48%

Only in SHLD

LMTLOCKHEED MARTIN CORPORATION8.42%
RTXRTX CORPORATION7.76%
GDGENERAL DYNAMICS CORPORATION7.67%
PLTRPALANTIR TECHNOLOGIES INC.7.07%
RHRheinmetall Aktiengesellschaft5.76%
BAE SYSTEMS PLC4.88%
LHXL3HARRIS TECHNOLOGIES, INC.4.69%
HANWHA AEROSPACE CO., LTD.4.40%
LEONARDO - SOCIETA PER AZIONI4.35%
THALES SA4.27%

Questions people ask

Is AIRR the same as SHLD?

8.8% of their weight sits in the same 5 holdings. AIRR also reports STRL, AGX, FIX, which the other does not. SHLD also reports LMT, RTX, GD, which the other does not.

How is the overlap between AIRR and SHLD 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 SHLD, so the number cannot exceed the smaller coverage.

Which holds more, SHLD or AIRR?

AIRR reports 51 stock positions and SHLD reports 48. 89.0% of AIRR's weight sits in names SHLD does not hold, and 90.8% of SHLD's weight in names AIRR does not hold. The ten largest positions are 41.3% of AIRR and 59.3% of SHLD.

How do AIRR and SHLD differ by sector?

The widest gap is Industrials: AIRR has 10.4 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.

Add a third fund in the tool·All fund pairs

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.