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
OVERLAP
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
DDIV
51
HOLDINGS
20%
ALSO IN PFI
PFI
50
HOLDINGS
21%
ALSO IN DDIV
SECTOR DRIFT (DDIV minus PFI)
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 DDIV |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
SIMON PROPERTY GROUP INC | 4.4% | 3.2% | 3.2% |
|
INVESCO LTD | 3.9% | 2.7% | 2.7% |
|
CITIZENS FINANCIAL GROUP, INC. | 2.9% | 2.6% | 2.6% |
 |
POPULAR INC | 1.9% | 2.0% | 1.9% |
|
MORGAN STANLEY | 1.8% | 5.4% | 1.8% |
DDIV Overweight Relative to PFI
|
EDISON INTERNATIONAL | 5.3% |
|
LAMAR ADVERTISING COMPANY CLASS A | 4.4% |
|
FRANKLIN RESOURCES INC | 4.0% |
|
HF SINCLAIR CORPORATION | 3.7% |
|
IRON MOUNTAIN INC | 3.7% |
|
CARETRUST REIT INC | 3.3% |
|
PRINCIPAL FINANCIAL GROUP | 3.2% |
|
ABBVIE INC | 3.0% |
|
CVS CAREMARK CORP | 3.0% |
|
DT MIDSTREAM, INC. | 2.7% |
DDIV Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -5.7% |
|
JPMORGAN CHASE & CO | -5.3% |
|
LEMONADE INC | -4.1% |
|
AMERICAN HEALTHC | -3.9% |
|
STONEX GROUP INC | -3.8% |
|
MORGAN STANLEY | -3.6% |
|
VENTAS INC | -2.8% |
|
VICTORY CAPITAL HOLDING - A | -2.6% |
|
FIFTH THIRD BANCORP | -2.5% |
|
KEYCORP | -2.5% |