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
20%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
IAI
32
HOLDINGS
33%
ALSO IN PFI
PFI
38
HOLDINGS
26%
ALSO IN IAI
SECTOR DRIFT (IAI 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 IAI |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 5.2% | 6.0% | 5.2% |
|
INTERACTIVE BROKERS GRO-CL A | 3.1% | 3.3% | 3.1% |
|
RAYMOND JAMES FINANCIAL INC | 3.0% | 2.9% | 2.9% |
|
GOLDMAN SACHS GROUP INC | 15.8% | 2.5% | 2.5% |
|
INTERCONTINENTALEXCHANGE INC | 4.2% | 2.2% | 2.2% |
IAI Overweight Relative to PFI
|
MORGAN STANLEY | 13.4% |
|
GOLDMAN SACHS GROUP INC | 13.3% |
|
S&P GLOBAL, INC. | 10.3% |
|
SCHWAB (CHARLES) CORP | 6.0% |
|
COINBASE GLOBAL, INC. CLASS A | 5.0% |
|
CME GROUP INC | 4.8% |
|
MSCI INC-A | 4.4% |
|
MOODY'S CORP | 4.4% |
|
NASDAQ OMX GROUP/THE | 4.3% |
|
LPL FINANCIAL HOLDINGS INC | 2.9% |
IAI Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -5.1% |
|
JPMORGAN CHASE & CO | -4.1% |
|
ARES MANAGEMENT LP | -3.5% |
|
BLACKSTONE GROUP LP/THE | -3.4% |
|
KKR & CO LP | -3.4% |
|
AMERICAN EXPRESS CO | -3.1% |
|
SOFI TECHNOLOGIES INC | -2.9% |
|
VICTORY CAPITAL HOLDING - A | -2.5% |
|
SIMON PROPERTY GROUP INC | -2.4% |
|
WELLTOWER, INC. | -2.4% |